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

Sunesis 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
2026 Q2	$2.62M	Hold	43,133	–	–	1.08%	15
2026 Q1	$2.44M	Hold	43,133	–	–	1.1%	14
2025 Q4	$2.45M	Hold	43,133	–	–	1.11%	16
2025 Q3	$2.39M	Buy	+43,133	New	+$2.32M	1.11%	15
2025 Q1	$2.2M	Hold	43,133	–	–	1.2%	13
2024 Q4	$2.21M	Hold	43,133	–	–	1.34%	11
2024 Q3	$2.28M	Sell	43,133 -15,186	-26%	-$773K	1.37%	12
2024 Q2	$2.84M	Sell	58,319 -50,472	-46%	-$2.47M	1.69%	12
2024 Q1	$5.45M	Hold	108,791	–	–	3.19%	5
2023 Q4	$5.07M	Hold	108,791	–	–	3.09%	5
2023 Q3	$4.49M	Buy	+108,791	New	+$4.71M	3.18%	5
2023 Q1	$4.43M	Sell	108,791 -298,281	-73%	-$12.1M	3.19%	5
2022 Q4	$15.8M	Hold	407,072	–	–	10.13%	2
2022 Q3	$14M	Hold	407,072	–	–	9.66%	3
2022 Q2	$15M	Sell	407,072 -1,223	-0.3%	-$48.4K	9.74%	2
2022 Q1	$17M	Buy	+408,295	New	+$16.8M	9.87%	2

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

Sunesis Advisors's SPYV Position: Q2 2026 in Review

Sunesis Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 43,133 shares worth $2.62M. The position accounts for 1.08% of the portfolio, ranked #15.

Sunesis Advisors first reported a position in SPYV in Q1 2022 and has held it in 16 quarters since. The position peaked at $17M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Sunesis Advisors held 43,133 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.62M as of Q2 2026.
Sunesis Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.08% of Sunesis Advisors's portfolio in Q2 2026, its #15 holding.
Sunesis Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 16 quarters since.
Sunesis Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $17M in Q1 2022.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.