Seven Mile Advisory’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Seven Mile Advisory’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 Q4	–	Sell	-28,006	Closed	-$1.55M	–	313
2025 Q3	$1.55M	Hold	28,006	–	–	0.25%	59
2025 Q2	$1.47M	Hold	28,006	–	–	0.88%	20
2025 Q1	$1.43M	Hold	28,006	–	–	0.95%	18
2024 Q4	$1.43M	Buy	28,006 +46	+0.2%	+$2.45K	0.91%	19
2024 Q3	$1.48M	Hold	27,960	–	–	0.98%	18
2024 Q2	$1.36M	Hold	27,960	–	–	1%	19
2024 Q1	$1.4M	Hold	27,960	–	–	1.06%	18
2023 Q4	$1.3M	Hold	27,960	–	–	1.13%	18
2023 Q3	$1.15M	Hold	27,960	–	–	1.21%	16
2023 Q2	$1.21M	Buy	+27,960	New	+$1.15M	1.41%	12

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Seven Mile Advisory's SPYV Position: Q4 2025 in Review

Seven Mile Advisory sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 28,006 shares — an estimated $1.55M sold.

Seven Mile Advisory first reported a position in SPYV in Q2 2023 and held it in 10 quarters. The position peaked at $1.55M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Seven Mile Advisory reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 28,006 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $1.55M.
Seven Mile Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and held it in 10 quarters.
Seven Mile Advisory's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.55M in Q3 2025.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.