River Street Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

River Street Advisors’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 Q2	$2.4M	Buy	39,419 +5,435	+16%	+$325K	0.71%	36
2026 Q1	$1.92M	Buy	33,984 +365	+1%	+$21.2K	0.65%	39
2025 Q4	$1.91M	Buy	33,619 +822	+3%	+$46.2K	0.72%	35
2025 Q3	$1.81M	Buy	32,797 +222	+0.7%	+$12K	0.7%	38
2025 Q2	$1.7M	Sell	32,575 -49	-0.2%	-$2.45K	0.73%	34
2025 Q1	$1.67M	Buy	32,624 +310	+1%	+$16.1K	0.83%	33
2024 Q4	$1.65M	Buy	32,314 +120	+0.4%	+$6.38K	0.85%	31
2024 Q3	$1.7M	Buy	32,194 +1,379	+4%	+$70.2K	0.92%	31
2024 Q2	$1.5M	Buy	30,815 +302	+1%	+$14.8K	0.92%	32
2024 Q1	$1.53M	Buy	30,513 +455	+2%	+$21.7K	1.03%	30
2023 Q4	$1.4M	Sell	30,058 -1,219	-4%	-$52.6K	1.12%	26
2023 Q3	$1.29M	Sell	31,277 -2,202	-7%	-$95.4K	1.22%	21
2023 Q2	$1.45M	Buy	33,479 +459	+1%	+$19K	1.38%	16
2023 Q1	$1.34M	Buy	33,020 +1	+0%	+$41	1.32%	19
2022 Q4	$1.28M	Buy	+33,019	New	+$1.26M	1.38%	17

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

River Street Advisors's SPYV Position: Q2 2026 in Review

River Street Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 16% in Q2 2026, buying an estimated $325K and bringing the position to 39,419 shares worth $2.4M. The position accounts for 0.71% of the portfolio, ranked #36.

River Street Advisors first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

River Street Advisors held 39,419 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.4M as of Q2 2026.
River Street Advisors bought 5,435 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $325K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.71% of River Street Advisors's portfolio in Q2 2026, its #36 holding.
River Street Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.