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

Stack Financial 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
2025
Q2 		– Sell
-5,300
Closed -$271K – 54
2025
Q1 		$271K Sell
5,300
-344
-6% -$17.8K 0.02% 49
2024
Q4 		$289K Buy
+5,644
New +$300K 0.03% 45

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

Stack Financial Management's SPYV Position: Q2 2025 in Review

Stack Financial Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 5,300 shares — an estimated $271K sold.

Stack Financial Management first reported a position in SPYV in Q4 2024 and held it in 2 quarters. The position peaked at $289K in Q4 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Stack Financial Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stack Financial Management sold 5,300 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $271K.
  • Stack Financial Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 2 quarters.
  • Stack Financial Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $289K in Q4 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 Stack Financial Management's 13F filing for Q2 2025, filed 25 Jul 2025.