SFS
SPYV icon

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

Stiles 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
Q2 		$391K Buy
6,425
+75
+1% +$4.49K 0.1% 139
2026
Q1 		$359K Buy
6,350
+82
+1% +$4.76K 0.11% 139
2025
Q4 		$356K Sell
6,268
-408
-6% -$22.9K 0.11% 137
2025
Q3 		$369K Buy
6,676
+2,143
+47% +$115K 0.12% 135
2025
Q2 		$237K Sell
4,533
-279
-6% -$13.9K 0.08% 161
2025
Q1 		$246K Buy
4,812
+38
+0.8% +$1.97K 0.09% 154
2024
Q4 		$244K Sell
4,774
-179
-4% -$9.52K 0.09% 163
2024
Q3 		$262K Sell
4,953
-1,106
-18% -$56.3K 0.09% 161
2024
Q2 		$295K Sell
6,059
-47
-0.8% -$2.3K 0.11% 144
2024
Q1 		$306K Buy
6,106
+423
+7% +$20.2K 0.12% 137
2023
Q4 		$265K Buy
5,683
+408
+8% +$17.6K 0.12% 147
2023
Q3 		$218K Buy
+5,275
New +$228K 0.11% 162

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

Stiles Financial Services's SPYV Position: Q2 2026 in Review

Stiles Financial Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q2 2026, buying an estimated $4.49K and bringing the position to 6,425 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #139.

Stiles Financial Services first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Stiles Financial Services held 6,425 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $391K as of Q2 2026.
  • Stiles Financial Services bought 75 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.49K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Stiles Financial Services's portfolio in Q2 2026, its #139 holding.
  • Stiles Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.