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

Sanibel Captiva Trust Company’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	$464K	Hold	7,627	–	–	0.01%	343
2026 Q1	$432K	Sell	7,627 -450	-6%	-$26.1K	0.01%	327
2025 Q4	$459K	Buy	8,077 +2,031	+34%	+$114K	0.01%	307
2025 Q3	$335K	Hold	6,046	–	–	0.01%	343
2025 Q2	$316K	Sell	6,046 -295	-5%	-$14.7K	0.01%	339
2025 Q1	$324K	Buy	6,341 +1,795	+39%	+$93.1K	0.01%	325
2024 Q4	$232K	Hold	4,546	–	–	0.01%	358
2024 Q3	$240K	Hold	4,546	–	–	0.01%	357
2024 Q2	$222K	Hold	4,546	–	–	0.01%	344
2024 Q1	$228K	Buy	+4,546	New	+$217K	0.01%	343

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

Sanibel Captiva Trust Company's SPYV Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 7,627 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #343.

Sanibel Captiva Trust Company first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Sanibel Captiva Trust Company held 7,627 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $464K as of Q2 2026.
Sanibel Captiva Trust Company left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #343 holding.
Sanibel Captiva Trust Company first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.