SIAS
SPYV icon

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

Summit Investment Advisory Services’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 		$1.84M Sell
32,535
-305
-0.9% -$17.7K 0.68% 19
2025
Q4 		$1.87M Sell
32,840
-146
-0.4% -$8.2K 0.7% 18
2025
Q3 		$1.83M Sell
32,986
-398
-1% -$21.4K 0.73% 19
2025
Q2 		$1.75M Buy
33,384
+1,392
+4% +$69.6K 0.76% 18
2025
Q1 		$1.63M Sell
31,992
-424
-1% -$22K 0.8% 18
2024
Q4 		$1.66M Buy
32,416
+1,298
+4% +$69.1K 0.85% 20
2024
Q3 		$1.64M Sell
31,118
-4,789
-13% -$244K 0.87% 18
2024
Q2 		$1.75M Buy
35,907
+17,682
+97% +$864K 2.06% 17
2024
Q1 		$913K Buy
18,225
+2,198
+14% +$105K 0.54% 27
2023
Q4 		$747K Buy
16,027
+511
+3% +$22K 0.47% 28
2023
Q3 		$640K Buy
15,516
+155
+1% +$6.71K 0.47% 27
2023
Q2 		$664K Buy
15,361
+2,460
+19% +$102K 0.44% 27
2023
Q1 		$525K Buy
12,901
+1,573
+14% +$63.7K 0.37% 29
2022
Q4 		$441K Buy
+11,328
New +$434K 0.53% 30

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Investment Advisory Services's SPYV Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.93% in Q1 2026, selling an estimated $17.7K and leaving 32,535 shares worth $1.84M. The position accounts for 0.68% of the portfolio, ranked #19.

Summit Investment Advisory Services first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Summit Investment Advisory Services held 32,535 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.84M as of Q1 2026.
  • Summit Investment Advisory Services sold 305 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $17.7K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.68% of Summit Investment Advisory Services's portfolio in Q1 2026, its #19 holding.
  • Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Summit Investment Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.87M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.