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SPYV icon

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

SharpePoint’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
Q1 		$5.59M Buy
98,877
+1,111
+1% +$64.4K 3.34% 5
2025
Q4 		$5.55M Buy
97,766
+4,079
+4% +$229K 3.33% 8
2025
Q3 		$5.18M Sell
93,687
-3,584
-4% -$193K 4.68% 5
2025
Q2 		$5.09M Sell
97,271
-191
-0.2% -$9.54K 5.24% 1
2025
Q1 		$4.79M Sell
97,462
-4,002
-4% -$208K 4.2% 3
2024
Q4 		$5.19M Buy
+101,464
New +$5.4M 4.67% 3

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SharpePoint's SPYV Position: Q1 2026 in Review

SharpePoint increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.1% in Q1 2026, buying an estimated $64.4K and bringing the position to 98,877 shares worth $5.59M. The position accounts for 3.34% of the portfolio, ranked #5.

SharpePoint first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • SharpePoint held 98,877 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.59M as of Q1 2026.
  • SharpePoint bought 1,111 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $64.4K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 3.34% of SharpePoint's portfolio in Q1 2026, its #5 holding.
  • SharpePoint first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on SharpePoint's 13F filing for Q1 2026, filed 5 May 2026.