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Sheaff Brock Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Sheaff Brock Investment 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
Q1 		$209K Buy
+4,094
New +$212K 0.02% 389

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's SPYV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025: 4,094 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings.

1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,094 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $209K as of Q1 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Sheaff Brock Investment Advisors position in Q1 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #389 holding.
  • 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.