SFS
SPYV icon

Sowell Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Sowell Financial Services’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 		– Sell
-14,848
Closed -$844K – 1183
2025
Q4 		$844K Buy
14,848
+1,007
+7% +$56.6K 0.03% 478
2025
Q3 		$766K Sell
13,841
-1,804
-12% -$97.1K 0.03% 504
2025
Q2 		$819K Sell
15,645
-1,247
-7% -$62.3K 0.03% 467
2025
Q1 		$863K Sell
16,892
-3,453
-17% -$179K 0.04% 427
2024
Q4 		$1.04M Sell
20,345
-1,372
-6% -$73K 0.05% 306
2024
Q3 		$1.15M Sell
21,717
-2,898
-12% -$147K 0.05% 320
2024
Q2 		$1.2M Buy
24,615
+1,180
+5% +$57.7K 0.06% 308
2024
Q1 		$1.17M Buy
23,435
+59
+0.3% +$2.81K 0.06% 316
2023
Q4 		$1.09M Sell
23,376
-1,751
-7% -$75.5K 0.06% 307
2023
Q3 		$1.04M Sell
25,127
-51,916
-67% -$2.25M 0.07% 304
2023
Q2 		$3.33M Buy
77,043
+59,660
+343% +$2.46M 0.19% 127
2023
Q1 		$708K Sell
17,383
-16,032
-48% -$650K 0.05% 366
2022
Q4 		$1.3M Sell
33,415
-2,046
-6% -$78.4K 0.08% 269
2022
Q3 		$1.22M Buy
+35,461
New +$1.35M 0.12% 212
2022
Q1 		– Sell
-22,020
Closed -$925K – 471
2021
Q4 		$925K Buy
22,020
+1,568
+8% +$64K 0.05% 345
2021
Q3 		$798K Sell
20,452
-583
-3% -$23.3K 0.05% 329
2021
Q2 		$832K Sell
21,035
-636
-3% -$25.1K 0.06% 343
2021
Q1 		$869K Buy
21,671
+1,031
+5% +$37.3K 0.03% 455
2020
Q4 		$710K Sell
20,640
-13,811
-40% -$449K 0.03% 420
2020
Q3 		$1.04M Buy
34,451
+34,283
+20,407% +$1.04M 0.05% 290
2020
Q2 		$5K Sell
168
-110
-40% -$3.13K ﹤0.01% 1915
2020
Q1 		$7K Sell
278
-2,239
-89% -$71.5K ﹤0.01% 1733
2019
Q4 		$88K Sell
2,517
-12,842
-84% -$429K 0.01% 961
2019
Q3 		$491K Buy
+15,359
New +$484K 0.04% 421
2019
Q1 		– Sell
-9,604
Closed -$261K – 588
2018
Q4 		$261K Buy
+9,604
New +$282K 0.04% 412

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sowell Financial Services's SPYV Position: Q1 2026 in Review

Sowell Financial Services sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 14,848 shares — an estimated $844K sold.

Sowell Financial Services first reported a position in SPYV in Q4 2018 and held it in 25 quarters. The position peaked at $3.33M in Q2 2023. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Sowell Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 14,848 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $844K.
  • Sowell Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 25 quarters.
  • Sowell Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.33M in Q2 2023.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.