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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-2,471
Closed -$126K – 841
2025
Q1 		$126K Sell
2,471
-62
-2% -$3.22K 0.01% 267
2024
Q4 		$130K Buy
+2,533
New +$135K 0.01% 261

Other funds holding SPYV

Financial Engines Advisors
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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

Stonebridge Financial Group (Pennsylvania)'s SPYV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 2,471 shares — an estimated $126K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPYV in Q4 2024 and held it in 2 quarters. The position peaked at $130K in Q4 2024. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,471 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $126K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $130K 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 Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.