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

SBI Securities’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	$191K	Buy	3,138 +62	+2%	+$3.71K	﹤0.01%	679
2026 Q1	$174K	Buy	3,076 +115	+4%	+$6.67K	﹤0.01%	671
2025 Q4	$168K	Buy	2,961 +163	+6%	+$9.16K	﹤0.01%	685
2025 Q3	$155K	Sell	2,798 -372	-12%	-$20K	﹤0.01%	708
2025 Q2	$166K	Buy	3,170 +136	+4%	+$6.8K	﹤0.01%	648
2025 Q1	$155K	Sell	3,034 -459	-13%	-$23.8K	0.01%	605
2024 Q4	$179K	Buy	+3,493	New	+$186K	0.01%	577

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

SBI Securities's SPYV Position: Q2 2026 in Review

SBI Securities increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2% in Q2 2026, buying an estimated $3.71K and bringing the position to 3,138 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

SBI Securities first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

SBI Securities held 3,138 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $191K as of Q2 2026.
SBI Securities bought 62 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $3.71K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #679 holding.
SBI Securities first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.