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

Sunbelt Securities’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	$168K	Sell	2,964 -26	-0.9%	-$1.51K	0.01%	690
2025 Q4	$170K	Buy	2,990 +15	+0.5%	+$843	0.01%	688
2025 Q3	$165K	Buy	2,975 +2,348	+374%	+$126K	0.01%	705
2025 Q2	$32.1K	Sell	627 -1	-0.2%	-$50	﹤0.01%	1046
2025 Q1	$32.1K	Buy	628 +1	+0.2%	+$52	﹤0.01%	1003
2024 Q4	$32.1K	Buy	627 +2	+0.3%	+$106	﹤0.01%	1044
2024 Q3	$33K	Sell	625 -113	-15%	-$5.75K	﹤0.01%	1046
2024 Q2	$36K	Sell	738 -8	-1%	-$391	﹤0.01%	985
2024 Q1	$37.4K	Sell	746 -111	-13%	-$5.29K	﹤0.01%	942
2023 Q4	$39.9K	Buy	857 +2	+0.2%	+$86	0.01%	865
2023 Q3	$35.3K	Buy	855 +533	+166%	+$23.1K	﹤0.01%	879
2023 Q2	$13.9K	Buy	+322	New	+$13.3K	﹤0.01%	1103

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sunbelt Securities's SPYV Position: Q1 2026 in Review

Sunbelt Securities reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.87% in Q1 2026, selling an estimated $1.51K and leaving 2,964 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #690.

Sunbelt Securities first reported a position in SPYV in Q2 2023 and has held it in 12 quarters since. The position peaked at $170K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Sunbelt Securities held 2,964 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $168K as of Q1 2026.
Sunbelt Securities sold 26 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.51K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #690 holding.
Sunbelt Securities first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
Sunbelt Securities's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $170K 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.