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

Savvy Advisors Inc’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	$9.64M	Buy	158,589 +20,073	+14%	+$1.2M	0.2%	90
2026 Q1	$7.84M	Buy	138,516 +3,431	+3%	+$199K	0.21%	85
2025 Q4	$7.67M	Buy	135,085 +113,103	+515%	+$6.35M	0.25%	72
2025 Q3	$1.22M	Buy	21,982 +2,850	+15%	+$153K	0.06%	233
2025 Q2	$1M	Buy	19,132 +867	+5%	+$43.3K	0.07%	218
2025 Q1	$933K	Buy	18,265 +3,373	+23%	+$175K	0.09%	177
2024 Q4	$762K	Buy	14,892 +2,424	+19%	+$129K	0.09%	183
2024 Q3	$659K	Buy	12,468 +452	+4%	+$23K	0.13%	155
2024 Q2	$586K	Buy	12,016 +6,252	+108%	+$306K	0.19%	123
2024 Q1	$289K	Buy	+5,764	New	+$275K	0.17%	163

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

Savvy Advisors Inc's SPYV Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q2 2026, buying an estimated $1.2M and bringing the position to 158,589 shares worth $9.64M. The position accounts for 0.2% of the portfolio, ranked #90.

Savvy Advisors Inc first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Savvy Advisors Inc held 158,589 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $9.64M as of Q2 2026.
Savvy Advisors Inc bought 20,073 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.2M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.2% of Savvy Advisors Inc's portfolio in Q2 2026, its #90 holding.
Savvy Advisors Inc 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.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.