S
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
Q2 		$6.2M Buy
101,939
+3,062
+3% +$183K 3.1% 8
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 $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

SharpePoint's SPYV Position: Q2 2026 in Review

SharpePoint increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.1% in Q2 2026, buying an estimated $183K and bringing the position to 101,939 shares worth $6.2M. The position accounts for 3.1% of the portfolio, ranked #8.

SharpePoint first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • SharpePoint held 101,939 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.2M as of Q2 2026.
  • SharpePoint bought 3,062 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $183K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 3.1% of SharpePoint's portfolio in Q2 2026, its #8 holding.
  • SharpePoint first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on SharpePoint's 13F filing for Q2 2026, filed 29 Jul 2026.