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 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 $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

Syon Capital's SPYV Position: Q1 2026 in Review

Syon Capital reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 17% in Q1 2026, selling an estimated $109K and leaving 9,246 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #536.

Syon Capital first reported a position in SPYV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Syon Capital held 9,246 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $523K as of Q1 2026.
Syon Capital sold 1,872 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $109K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Syon Capital's portfolio in Q1 2026, its #536 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 5 quarters since.
Syon Capital's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.01M in Q1 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.