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Richmond Investment Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Richmond Investment Services’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$670K Sell
11,842
-610
-5% -$35.4K 0.11% 123
2025
Q4 		$707K Buy
12,452
+528
+4% +$29.7K 0.12% 107
2025
Q3 		$660K Buy
11,924
+707
+6% +$38.1K 0.12% 113
2025
Q2 		$587K Buy
+11,217
New +$561K 0.12% 111

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richmond Investment Services's SPYV Position: Q1 2026 in Review

Richmond Investment Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.9% in Q1 2026, selling an estimated $35.4K and leaving 11,842 shares worth $670K. The position accounts for 0.11% of the portfolio, ranked #123.

Richmond Investment Services first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. The position peaked at $707K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Richmond Investment Services held 11,842 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $670K as of Q1 2026.
  • Richmond Investment Services sold 610 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $35.4K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Richmond Investment Services's portfolio in Q1 2026, its #123 holding.
  • Richmond Investment Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $707K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.