SL
SPYV icon

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

Salomon & Ludwin’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 		$5.42M Buy
95,478
+2,047
+2% +$119K 0.48% 39
2025
Q4 		$5.38M Buy
93,431
+4,369
+5% +$245K 0.48% 41
2025
Q3 		$4.96M Buy
89,062
+9,656
+12% +$520K 0.45% 43
2025
Q2 		$4.2M Buy
79,406
+8,838
+13% +$442K 0.42% 48
2025
Q1 		$3.62M Buy
70,568
+12,788
+22% +$663K 0.39% 48
2024
Q4 		$2.95M Buy
57,780
+271
+0.5% +$14.4K 0.31% 56
2024
Q3 		$3.04M Buy
57,509
+1,828
+3% +$93K 0.31% 57
2024
Q2 		$2.71M Buy
55,681
+4,639
+9% +$227K 0.3% 59
2024
Q1 		$2.56M Buy
51,042
+9,204
+22% +$439K 0.22% 63
2023
Q4 		$1.73M Hold
41,838
– – 0.18% 66
2023
Q3 		$1.73M Buy
41,838
+3,323
+9% +$144K 0.18% 66
2023
Q2 		$1.66M Sell
38,515
-4
-0% -$165 0.18% 67
2023
Q1 		$1.57M Buy
38,519
+601
+2% +$24.4K 0.19% 63
2022
Q4 		$1.47M Buy
37,918
+11,046
+41% +$423K 0.19% 64
2022
Q3 		$927K Buy
26,872
+1,976
+8% +$75K 0.14% 64
2022
Q2 		$917K Buy
24,896
+1,981
+9% +$78.5K 0.14% 55
2022
Q1 		$957K Buy
22,915
+8,045
+54% +$332K 0.14% 49
2021
Q4 		$625K Buy
14,870
+1,687
+13% +$68.9K 0.09% 53
2021
Q3 		$514K Buy
13,183
+2,399
+22% +$95.8K 0.08% 57
2021
Q2 		$426K Buy
10,784
+619
+6% +$24.5K 0.07% 57
2021
Q1 		$385K Buy
10,165
+3,159
+45% +$114K 0.07% 55
2020
Q4 		$241K Sell
7,006
-430
-6% -$14K 0.04% 64
2020
Q3 		$225K Hold
7,436
– – 0.05% 65
2020
Q2 		$215K Buy
7,436
+466
+7% +$13.3K 0.05% 60
2020
Q1 		$180K Buy
6,970
+1,157
+20% +$36.9K 0.05% 54
2019
Q4 		$203K Buy
5,813
+2,487
+75% +$83.1K 0.04% 50
2019
Q3 		$106K Buy
+3,326
New +$105K 0.02% 64

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

Salomon & Ludwin's SPYV Position: Q1 2026 in Review

Salomon & Ludwin increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.2% in Q1 2026, buying an estimated $119K and bringing the position to 95,478 shares worth $5.42M. The position accounts for 0.48% of the portfolio, ranked #39.

Salomon & Ludwin first reported a position in SPYV in Q3 2019 and has held it in 27 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Salomon & Ludwin held 95,478 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.42M as of Q1 2026.
  • Salomon & Ludwin bought 2,047 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $119K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.48% of Salomon & Ludwin's portfolio in Q1 2026, its #39 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 27 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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.