SFP
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Strategic Financial Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Strategic Financial Partners’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 		$25.1M Buy
413,615
+45,715
+12% +$2.74M 9.48% 2
2026
Q1 		$20.8M Buy
367,900
+9,932
+3% +$576K 8.99% 2
2025
Q4 		$20.3M Buy
357,968
+12,447
+4% +$699K 8.81% 2
2025
Q3 		$19.1M Sell
345,521
-3,321
-1% -$179K 8.76% 2
2025
Q2 		$18.3M Buy
348,842
+90,578
+35% +$4.53M 8.47% 2
2025
Q1 		$13.2M Sell
258,264
-37,652
-13% -$1.95M 6.95% 5
2024
Q4 		$15.1M Buy
295,916
+75,528
+34% +$4.02M 7.73% 2
2024
Q3 		$11.6M Buy
220,388
+54,567
+33% +$2.78M 5.95% 5
2024
Q2 		$8.08M Sell
165,821
-5,160
-3% -$252K 4.45% 7
2024
Q1 		$8.57M Buy
170,981
+28,903
+20% +$1.38M 4.74% 7
2023
Q4 		$6.63M Sell
142,078
-123,275
-46% -$5.32M 3.85% 8
2023
Q3 		$10.9M Sell
265,353
-144,065
-35% -$6.24M 6.65% 5
2023
Q2 		$17.7M Buy
409,418
+15,854
+4% +$655K 10.07% 3
2023
Q1 		$16M Buy
393,564
+104
+0% +$4.21K 9.81% 2
2022
Q4 		$15.3M Sell
393,460
-42,010
-10% -$1.61M 9.34% 2
2022
Q3 		$15M Sell
435,470
-71,173
-14% -$2.7M 9.56% 3
2022
Q2 		$18.7M Buy
506,643
+251,298
+98% +$9.95M 10.9% 1
2022
Q1 		$10.7M Sell
255,345
-493
-0.2% -$20.3K 5.43% 6
2021
Q4 		$10.7M Sell
255,838
-116,811
-31% -$4.77M 5.28% 5
2021
Q3 		$14.5M Buy
372,649
+12,209
+3% +$488K 7.81% 5
2021
Q2 		$14.3M Buy
360,440
+29,800
+9% +$1.18M 7.87% 5
2021
Q1 		$12.5M Buy
330,640
+50,121
+18% +$1.81M 7.43% 6
2020
Q4 		$9.65M Buy
280,519
+148,822
+113% +$4.84M 6.31% 6
2020
Q3 		$3.98M Buy
131,697
+4,766
+4% +$145K 3.11% 10
2020
Q2 		$3.68M Sell
126,931
-23,798
-16% -$678K 3.05% 11
2020
Q1 		$3.9M Sell
150,729
-57,822
-28% -$1.85M 4.14% 8
2019
Q4 		$7.28M Buy
+208,551
New +$6.97M 5.96% 6

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

Strategic Financial Partners's SPYV Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q2 2026, buying an estimated $2.74M and bringing the position to 413,615 shares worth $25.1M. The position accounts for 9.48% of the portfolio, ranked #2.

Strategic Financial Partners first reported a position in SPYV in Q4 2019 and has held it in 27 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Strategic Financial Partners held 413,615 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $25.1M as of Q2 2026.
  • Strategic Financial Partners bought 45,715 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.74M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 9.48% of Strategic Financial Partners's portfolio in Q2 2026, its #2 holding.
  • Strategic Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.