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

Syon Capital’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	$428K	Sell	7,044 -2,202	-24%	-$132K	0.02%	686
2026 Q1	$523K	Sell	9,246 -1,872	-17%	-$109K	0.03%	536
2025 Q4	$632K	Hold	11,118	–	–	0.03%	473
2025 Q3	$615K	Sell	11,118 -527	-5%	-$28.4K	0.03%	414
2025 Q2	$609K	Sell	11,645 -8,227	-41%	-$411K	0.04%	316
2025 Q1	$1.01M	Buy	+19,872	New	+$1.03M	0.08%	183

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

Syon Capital's SPYV Position: Q2 2026 in Review

Syon Capital reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 24% in Q2 2026, selling an estimated $132K and leaving 7,044 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #686.

Syon Capital first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2025. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Syon Capital held 7,044 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $428K as of Q2 2026.
Syon Capital sold 2,202 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $132K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Syon Capital's portfolio in Q2 2026, its #686 holding.
Syon Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Syon Capital's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.01M in Q1 2025.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.