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

Rockland Trust’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	$816K	Buy	13,423 +333	+3%	+$19.9K	0.03%	176
2026 Q1	$741K	Sell	13,090 -3,281	-20%	-$190K	0.03%	181
2025 Q4	$930K	Sell	16,371 -1,354	-8%	-$76.1K	0.04%	154
2025 Q3	$981K	Buy	+17,725	New	+$955K	0.04%	158

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Rockland Trust's SPYV Position: Q2 2026 in Review

Rockland Trust increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 13,423 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #176.

Rockland Trust first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. The position peaked at $981K in Q3 2025. 644 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Rockland Trust held 13,423 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $816K as of Q2 2026.
Rockland Trust bought 333 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $19.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #176 holding.
Rockland Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
Rockland Trust's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $981K in Q3 2025.
644 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.