Smartleaf Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Smartleaf Asset Management’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	$2.7M	Buy	48,493 +19,066	+65%	+$1.11M	0.1%	183
2025 Q4	$1.68M	Sell	29,427 -9,078	-24%	-$510K	0.06%	266
2025 Q3	$2.12M	Buy	38,505 +20,422	+113%	+$1.1M	0.13%	172
2025 Q2	$942K	Buy	18,083 +14,950	+477%	+$747K	0.08%	265
2025 Q1	$159K	Buy	3,133 +2,674	+583%	+$139K	0.02%	650
2024 Q4	$23.5K	Sell	459 -7	-2%	-$372	﹤0.01%	1553
2024 Q3	$24.6K	Sell	466 -1	-0.2%	-$51	﹤0.01%	1237
2024 Q2	$22.8K	Hold	467	–	–	﹤0.01%	987
2024 Q1	$23.3K	Sell	467 -7	-1%	-$334	﹤0.01%	830
2023 Q4	$22.1K	Buy	+474	New	+$20.4K	0.01%	657

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

Smartleaf Asset Management's SPYV Position: Q1 2026 in Review

Smartleaf Asset Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 65% in Q1 2026, buying an estimated $1.11M and bringing the position to 48,493 shares worth $2.7M. The position accounts for 0.1% of the portfolio, ranked #183.

Smartleaf Asset Management first reported a position in SPYV in Q4 2023 and has held it in 10 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Smartleaf Asset Management held 48,493 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.7M as of Q1 2026.
Smartleaf Asset Management bought 19,066 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.11M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Smartleaf Asset Management's portfolio in Q1 2026, its #183 holding.
Smartleaf Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.