RA
SPYV icon

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

Riversedge 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 		$27.7M Sell
455,543
-2,844
-0.6% -$170K 3.65% 8
2026
Q1 		$25.9M Sell
458,387
-7,325
-2% -$425K 4.2% 7
2025
Q4 		$26.5M Sell
465,712
-16,158
-3% -$908K 4.3% 8
2025
Q3 		$26.7M Sell
481,870
-21,833
-4% -$1.18M 4.47% 6
2025
Q2 		$26.4M Sell
503,703
-38,572
-7% -$1.93M 5.16% 5
2025
Q1 		$27.7M Sell
542,275
-1,874
-0.3% -$97.2K 6.18% 5
2024
Q4 		$27.8M Buy
544,149
+3,671
+0.7% +$195K 6.29% 4
2024
Q3 		$28.6M Buy
540,478
+5,957
+1% +$303K 6.48% 4
2024
Q2 		$26.1M Sell
534,521
-3,128
-0.6% -$153K 6.35% 4
2024
Q1 		$26.9M Buy
537,649
+1,012
+0.2% +$48.2K 6.64% 5
2023
Q4 		$25M Sell
536,637
-1,377
-0.3% -$59.4K 6.86% 3
2023
Q3 		$22.2M Buy
538,014
+15,640
+3% +$677K 6.55% 3
2023
Q2 		$22.6M Buy
522,374
+3,201
+0.6% +$132K 6.19% 5
2023
Q1 		$21.1M Buy
519,173
+13,323
+3% +$540K 6.15% 4
2022
Q4 		$19.7M Buy
505,850
+42,280
+9% +$1.62M 6.37% 4
2022
Q3 		$16M Sell
463,570
-65,735
-12% -$2.49M 5.78% 6
2022
Q2 		$19.5M Sell
529,305
-49,791
-9% -$1.97M 7.24% 5
2022
Q1 		$24.2M Sell
579,096
-16,357
-3% -$675K 7.86% 4
2021
Q4 		$25M Buy
595,453
+6,251
+1% +$255K 7.93% 4
2021
Q3 		$23M Sell
589,202
-18,683
-3% -$746K 7.88% 5
2021
Q2 		$24M Buy
607,885
+108,851
+22% +$4.3M 8.79% 5
2021
Q1 		$18.9M Buy
499,034
+30,722
+7% +$1.11M 8.09% 5
2020
Q4 		$16.1M Buy
468,312
+6,019
+1% +$196K 7.46% 5
2020
Q3 		$14M Buy
462,293
+15,644
+4% +$475K 7.39% 6
2020
Q2 		$12.9M Buy
446,649
+10,835
+2% +$309K 7.56% 6
2020
Q1 		$11.3M Buy
+435,814
New +$13.9M 9.98% 4

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Riversedge Advisors's SPYV Position: Q2 2026 in Review

Riversedge Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.62% in Q2 2026, selling an estimated $170K and leaving 455,543 shares worth $27.7M. The position accounts for 3.65% of the portfolio, ranked #8.

Riversedge Advisors first reported a position in SPYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $28.6M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Riversedge Advisors held 455,543 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $27.7M as of Q2 2026.
  • Riversedge Advisors sold 2,844 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $170K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 3.65% of Riversedge Advisors's portfolio in Q2 2026, its #8 holding.
  • Riversedge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Riversedge Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $28.6M in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.