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SPYV icon

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

Sequoia 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
2026
Q2 		$2.4M Sell
39,541
-129
-0.3% -$7.72K 0.01% 557
2026
Q1 		$2.24M Sell
39,670
-2,123
-5% -$123K 0.01% 565
2025
Q4 		$2.37M Sell
41,793
-5,339
-11% -$300K 0.01% 518
2025
Q3 		$2.61M Sell
47,132
-2,798
-6% -$151K 0.02% 454
2025
Q2 		$2.61M Sell
49,930
-3,465
-6% -$173K 0.02% 404
2025
Q1 		$2.73M Buy
53,395
+730
+1% +$37.9K 0.02% 377
2024
Q4 		$2.69M Buy
52,665
+5,464
+12% +$291K 0.03% 353
2024
Q3 		$2.5M Sell
47,201
-3,243
-6% -$165K 0.03% 330
2024
Q2 		$2.46M Sell
50,444
-1,362
-3% -$66.6K 0.03% 285
2024
Q1 		$2.6M Sell
51,806
-9,018
-15% -$430K 0.03% 285
2023
Q4 		$2.84M Buy
60,824
+38,784
+176% +$1.67M 0.04% 287
2023
Q3 		$909K Sell
22,040
-371
-2% -$16.1K 0.02% 365
2023
Q2 		$968K Sell
22,411
-1,353
-6% -$55.9K 0.02% 353
2023
Q1 		$968K Sell
23,764
-3,761
-14% -$152K 0.02% 321
2022
Q4 		$1.07M Buy
27,525
+18,007
+189% +$690K 0.03% 274
2022
Q3 		$328K Buy
9,518
+990
+12% +$37.6K 0.01% 366
2022
Q2 		$314K Sell
8,528
-6,579
-44% -$261K 0.01% 429
2022
Q1 		$631K Buy
+15,107
New +$623K 0.02% 313

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sequoia Financial Advisors's SPYV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.33% in Q2 2026, selling an estimated $7.72K and leaving 39,541 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #557.

Sequoia Financial Advisors first reported a position in SPYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.84M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Sequoia Financial Advisors held 39,541 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.4M as of Q2 2026.
  • Sequoia Financial Advisors sold 129 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $7.72K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #557 holding.
  • Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.84M in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.