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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
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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Stiles Financial Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.3% in Q1 2026, buying an estimated $4.76K and bringing the position to 6,350 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #139.

Stiles Financial Services first reported a position in SPYV in Q3 2023 and has held it in 11 quarters since. The position peaked at $369K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Stiles Financial Services held 6,350 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $359K as of Q1 2026.
  • Stiles Financial Services bought 82 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $4.76K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Stiles Financial Services's portfolio in Q1 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 11 quarters since.
  • Stiles Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $369K in Q3 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.