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Summit Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Summit Investment Advisors’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 		$1.69M Buy
32,486
+136
+0.4% +$6.8K 1.4% 22
2025
Q1 		$1.59M Buy
32,350
+81
+0.3% +$4.2K 1.42% 21
2024
Q4 		$1.7M Buy
+32,269
New +$1.72M 1.51% 17

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Investment Advisors's SPYV Position: Q2 2025 in Review

Summit Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.42% in Q2 2025, buying an estimated $6.8K and bringing the position to 32,486 shares worth $1.69M. The position accounts for 1.4% of the portfolio, ranked #22.

Summit Investment Advisors first reported a position in SPYV in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Summit Investment Advisors held 32,486 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.69M as of Q2 2025.
  • Summit Investment Advisors bought 136 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $6.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.4% of Summit Investment Advisors's portfolio in Q2 2025, its #22 holding.
  • Summit Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Summit Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.7M in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.