Root Financial Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Root Financial Partners’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	$1.15M	Buy	20,313 +154	+0.8%	+$8.93K	0.05%	93
2025 Q4	$1.15M	Sell	20,159 -384	-2%	-$21.6K	0.06%	87
2025 Q3	$1.14M	Buy	20,543 +1,200	+6%	+$64.6K	0.07%	80
2025 Q2	$1.01M	Sell	19,343 -2,627	-12%	-$131K	0.1%	74
2025 Q1	$1.12M	Buy	21,970 +1,857	+9%	+$96.3K	0.12%	63
2024 Q4	$1.03M	Buy	20,113 +6,467	+47%	+$344K	0.13%	58
2024 Q3	$721K	Buy	+13,646	New	+$694K	0.12%	67

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's SPYV Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.76% in Q1 2026, buying an estimated $8.93K and bringing the position to 20,313 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #93.

Root Financial Partners first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Root Financial Partners held 20,313 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.15M as of Q1 2026.
Root Financial Partners bought 154 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $8.93K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #93 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.