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

Schechter Investment 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
2025 Q1	$2.2M	Buy	42,990 +31,274	+267%	+$1.62M	0.18%	113
2024 Q4	$599K	Buy	11,716 +1,683	+17%	+$89.6K	0.05%	347
2024 Q3	$530K	Buy	10,033 +4	+0%	+$204	0.04%	388
2024 Q2	$489K	Buy	10,029 +4	+0%	+$196	0.04%	377
2024 Q1	$502K	Sell	10,025 -316	-3%	-$15.1K	0.04%	373
2023 Q4	$482K	Buy	10,341 +327	+3%	+$14.1K	0.04%	355
2023 Q3	$413K	Buy	+10,014	New	+$434K	0.04%	378

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's SPYV Position: Q1 2025 in Review

Schechter Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 267% in Q1 2025, buying an estimated $1.62M and bringing the position to 42,990 shares worth $2.2M. The position accounts for 0.18% of the portfolio, ranked #113.

Schechter Investment Advisors first reported a position in SPYV in Q3 2023 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Schechter Investment Advisors held 42,990 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.2M as of Q1 2025.
Schechter Investment Advisors bought 31,274 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $1.62M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #113 holding.
Schechter Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 7 quarters since.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.