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

Signature Estate & 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
2026 Q2	$824K	Sell	13,552 -913	-6%	-$54.6K	0.01%	325
2026 Q1	$818K	Buy	14,465 +8,401	+139%	+$487K	0.02%	305
2025 Q4	$344K	Buy	6,064 +781	+15%	+$43.9K	0.01%	475
2025 Q3	$292K	Buy	5,283 +197	+4%	+$10.6K	0.01%	502
2025 Q2	$266K	Buy	5,086 +103	+2%	+$5.15K	0.01%	494
2025 Q1	$254K	Buy	4,983 +179	+4%	+$9.28K	0.01%	474
2024 Q4	$246K	Buy	4,804 +284	+6%	+$15.1K	0.01%	462
2024 Q3	$239K	Buy	+4,520	New	+$230K	0.01%	460

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Signature Estate & Investment Advisors's SPYV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.3% in Q2 2026, selling an estimated $54.6K and leaving 13,552 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #325.

Signature Estate & Investment Advisors first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Signature Estate & Investment Advisors held 13,552 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $824K as of Q2 2026.
Signature Estate & Investment Advisors sold 913 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $54.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #325 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.