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 Q2	$2.95M	Hold	48,493	–	–	0.1%	189
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 $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

Smartleaf Asset Management's SPYV Position: Q2 2026 in Review

Smartleaf Asset Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 48,493 shares worth $2.95M. The position accounts for 0.1% of the portfolio, ranked #189.

Smartleaf Asset Management first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Smartleaf Asset Management held 48,493 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.95M as of Q2 2026.
Smartleaf Asset Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Smartleaf Asset Management's portfolio in Q2 2026, its #189 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 11 quarters since.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.