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 Q2	$1.85M	Sell	30,425 -2,110	-6%	-$126K	0.46%	24
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 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

Summit Investment Advisory Services's SPYV Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.5% in Q2 2026, selling an estimated $126K and leaving 30,425 shares worth $1.85M. The position accounts for 0.46% of the portfolio, ranked #24.

Summit Investment Advisory Services first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Summit Investment Advisory Services held 30,425 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.85M as of Q2 2026.
Summit Investment Advisory Services sold 2,110 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $126K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.46% of Summit Investment Advisory Services's portfolio in Q2 2026, its #24 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 15 quarters since.
Summit Investment Advisory Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.87M in Q4 2025.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.