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

Sanctuary 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	$17.8M	Sell	293,438 -26,201	-8%	-$1.57M	0.08%	244
2026 Q1	$18.1M	Sell	319,639 -10,614	-3%	-$616K	0.1%	215
2025 Q4	$18.8M	Sell	330,253 -334,819	-50%	-$18.8M	0.1%	209
2025 Q3	$36.8M	Buy	665,072 +59,958	+10%	+$3.23M	0.21%	93
2025 Q2	$31.7M	Buy	605,114 +115,392	+24%	+$5.77M	0.2%	106
2025 Q1	$25M	Buy	489,722 +44,477	+10%	+$2.31M	0.18%	126
2024 Q4	$23.5M	Buy	445,245 +36,734	+9%	+$1.95M	0.15%	144
2024 Q3	$22.3M	Buy	408,511 +341,899	+513%	+$17.4M	0.14%	149
2024 Q2	$3.22M	Buy	+66,612	New	+$3.26M	0.02%	617

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

Sanctuary Advisors's SPYV Position: Q2 2026 in Review

Sanctuary Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.2% in Q2 2026, selling an estimated $1.57M and leaving 293,438 shares worth $17.8M. The position accounts for 0.08% of the portfolio, ranked #244.

Sanctuary Advisors first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.8M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Sanctuary Advisors held 293,438 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $17.8M as of Q2 2026.
Sanctuary Advisors sold 26,201 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.57M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #244 holding.
Sanctuary Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $36.8M in Q3 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.