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

Soltis 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 		$509K Sell
8,377
-2,189
-21% -$131K 0.03% 359
2026
Q1 		$598K Buy
10,566
+1,396
+15% +$81K 0.04% 305
2025
Q4 		$521K Buy
9,170
+3,186
+53% +$179K 0.03% 317
2025
Q3 		$331K Buy
5,984
+304
+5% +$16.4K 0.02% 362
2025
Q2 		$297K Sell
5,680
-1,457
-20% -$72.8K 0.02% 323
2025
Q1 		$364K Sell
7,137
-29
-0.4% -$1.5K 0.03% 275
2024
Q4 		$366K Sell
7,166
-284
-4% -$15.1K 0.03% 266
2024
Q3 		$394K Sell
7,450
-37
-0.5% -$1.88K 0.04% 248
2024
Q2 		$365K Sell
7,487
-658
-8% -$32.2K 0.04% 243
2024
Q1 		$408K Sell
8,145
-242
-3% -$11.5K 0.05% 223
2023
Q4 		$391K Sell
8,387
-306
-4% -$13.2K 0.04% 208
2023
Q3 		$359K Sell
8,693
-260
-3% -$11.3K 0.05% 202
2023
Q2 		$387K Sell
8,953
-568
-6% -$23.5K 0.05% 190
2023
Q1 		$388K Sell
9,521
-824
-8% -$33.4K 0.05% 185
2022
Q4 		$402K Buy
10,345
+536
+5% +$20.5K 0.05% 178
2022
Q3 		$338K Sell
9,809
-107
-1% -$4.06K 0.05% 177
2022
Q2 		$365K Buy
9,916
+117
+1% +$4.63K 0.05% 180
2022
Q1 		$409K Buy
9,799
+1,025
+12% +$42.3K 0.06% 177
2021
Q4 		$369K Buy
8,774
+264
+3% +$10.8K 0.05% 187
2021
Q3 		$332K Buy
8,510
+333
+4% +$13.3K 0.05% 188
2021
Q2 		$323K Buy
8,177
+171
+2% +$6.76K 0.05% 192
2021
Q1 		$303K Buy
+8,006
New +$290K 0.06% 180

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Soltis Investment Advisors's SPYV Position: Q2 2026 in Review

Soltis Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 21% in Q2 2026, selling an estimated $131K and leaving 8,377 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #359.

Soltis Investment Advisors first reported a position in SPYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $598K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Soltis Investment Advisors held 8,377 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $509K as of Q2 2026.
  • Soltis Investment Advisors sold 2,189 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $131K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #359 holding.
  • Soltis Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Soltis Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $598K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.