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

Semmax Financial 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
Q2 		$50 Hold
1
– – ﹤0.01% 414
2025
Q1 		$46 Hold
1
– – ﹤0.01% 420
2024
Q4 		$49 Hold
1
– – ﹤0.01% 348
2024
Q3 		$50 Hold
1
– – ﹤0.01% 369
2024
Q2 		$46 Buy
+1
New +$49 ﹤0.01% 404

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Semmax Financial Advisors's SPYV Position: Q2 2025 in Review

Semmax Financial Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2025 at 1 share worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Semmax Financial Advisors first reported a position in SPYV in Q2 2024 and has held it in 5 quarters since. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Semmax Financial Advisors held 1 share of State Street SPDR Portfolio S&P 500 Value ETF worth $50 as of Q2 2025.
  • Semmax Financial Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #414 holding.
  • Semmax Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.