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

Simplicity Wealth’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	$2.69M	Sell	47,564 -9,377	-16%	-$544K	0.15%	139
2025 Q4	$3.23M	Buy	56,941 +3,528	+7%	+$198K	0.19%	122
2025 Q3	$2.96M	Sell	53,413 -4,063	-7%	-$219K	0.17%	130
2025 Q2	$3.01M	Buy	57,476 +10,324	+22%	+$516K	0.13%	161
2025 Q1	$2.41M	Buy	+47,152	New	+$2.45M	0.19%	135
2024 Q4	–	Sell	-8,198	Closed	-$433K	–	489
2024 Q3	$433K	Buy	8,198 +3,555	+77%	+$181K	0.04%	321
2024 Q2	$226K	Sell	4,643 -2,113	-31%	-$103K	0.01%	1061
2024 Q1	$338K	Buy	+6,756	New	+$322K	0.01%	875
2023 Q3	–	Sell	-6,380	Closed	-$276K	–	101
2023 Q2	$276K	Buy	+6,380	New	+$263K	0.17%	63
2023 Q1	–	Sell	-7,790	Closed	-$303K	–	78
2022 Q4	$303K	Sell	7,790 -78,375	-91%	-$3M	0.27%	50
2022 Q3	$2.97M	Sell	86,165 -2,564	-3%	-$97.3K	3.99%	4
2022 Q2	$3.27M	Sell	88,729 -51,188	-37%	-$2.03M	4.77%	4
2022 Q1	$5.84M	Sell	139,917 -120,488	-46%	-$4.97M	5.68%	3
2021 Q4	$10.9M	Buy	+260,405	New	+$10.6M	5.9%	3

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Simplicity Wealth's SPYV Position: Q1 2026 in Review

Simplicity Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 16% in Q1 2026, selling an estimated $544K and leaving 47,564 shares worth $2.69M. The position accounts for 0.15% of the portfolio, ranked #139.

Simplicity Wealth first reported a position in SPYV in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.9M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Simplicity Wealth held 47,564 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.69M as of Q1 2026.
Simplicity Wealth sold 9,377 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $544K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #139 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 14 quarters since.
Simplicity Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $10.9M in Q4 2021.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.