Stone House Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Stone House Investment 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
2026 Q1	$3.4K	Hold	60	–	–	﹤0.01%	515
2025 Q4	$3.42K	Hold	60	–	–	﹤0.01%	495
2025 Q3	$3.33K	Hold	60	–	–	﹤0.01%	421
2025 Q2	$3.15K	Hold	60	–	–	﹤0.01%	379
2025 Q1	$3.07K	Buy	+60	New	+$3.11K	﹤0.01%	358
2024 Q4	–	Sell	-60	Closed	-$3.18K	–	303
2024 Q3	$3.18K	Hold	60	–	–	﹤0.01%	308
2024 Q2	$2.93K	Hold	60	–	–	﹤0.01%	313
2024 Q1	$3.01K	Hold	60	–	–	﹤0.01%	318
2023 Q4	$2.8K	Hold	60	–	–	﹤0.01%	247
2023 Q3	$2.47K	Hold	60	–	–	﹤0.01%	249
2023 Q2	$2.57K	Buy	60 +1	+2%	+$41	﹤0.01%	249
2023 Q1	$2.41K	Buy	+59	New	+$2.39K	﹤0.01%	239
2019 Q2	–	Sell	-1,512	Closed	-$46K	–	177
2019 Q1	$46K	Sell	1,512 -6,412	-81%	-$189K	0.02%	96
2018 Q4	$215K	Buy	7,924 +217	+3%	+$6.38K	0.14%	49
2018 Q3	$240K	Buy	+7,707	New	+$238K	0.14%	47

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stone House Investment Management's SPYV Position: Q1 2026 in Review

Stone House Investment Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 60 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Stone House Investment Management first reported a position in SPYV in Q3 2018 and has held it in 15 quarters since. The position peaked at $240K in Q3 2018. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Stone House Investment Management held 60 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.4K as of Q1 2026.
Stone House Investment Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #515 holding.
Stone House Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 15 quarters since.
Stone House Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $240K in Q3 2018.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.