StoneX Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

StoneX Group’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	$211K	Buy	+3,466	New	+$207K	0.01%	1067
2021 Q3	–	Sell	-5,824	Closed	-$230K	–	507
2021 Q2	$230K	Buy	5,824 +33	+0.6%	+$1.3K	0.03%	421
2021 Q1	$219K	Buy	+5,791	New	+$209K	0.04%	378

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

StoneX Group's SPYV Position: Q2 2026 in Review

StoneX Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,466 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: StoneX Group previously reported a position in SPYV as recently as Q2 2021.

StoneX Group first reported a position in SPYV in Q1 2021 and has held it in 3 quarters since. The position peaked at $230K in Q2 2021. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

StoneX Group held 3,466 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $211K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new StoneX Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #1067 holding.
StoneX Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 3 quarters since.
StoneX Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $230K in Q2 2021.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.