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

SJS Investment Consulting’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
Q2 		– Sell
-76
Closed -$3.88K – 1649
2025
Q1 		$3.88K Hold
76
– – ﹤0.01% 521
2024
Q4 		$3.88K Hold
76
– – ﹤0.01% 481
2024
Q3 		$4.01K Hold
76
– – ﹤0.01% 537
2024
Q2 		$3.7K Buy
+76
New +$3.71K ﹤0.01% 511

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SJS Investment Consulting's SPYV Position: Q2 2025 in Review

SJS Investment Consulting sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 76 shares — an estimated $3.88K sold.

SJS Investment Consulting first reported a position in SPYV in Q2 2024 and held it in 4 quarters. The position peaked at $4.01K in Q3 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • SJS Investment Consulting reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 76 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $3.88K.
  • SJS Investment Consulting first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and held it in 4 quarters.
  • SJS Investment Consulting's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.01K in Q3 2024.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.