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

Tactive 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	$225K	Sell	3,700 -900	-20%	-$53.9K	0.06%	245
2026 Q1	$260K	Hold	4,600	–	–	0.07%	216
2025 Q4	$261K	Hold	4,600	–	–	0.08%	203
2025 Q3	$255K	Sell	4,600 -400	-8%	-$21.5K	0.07%	214
2025 Q2	$262K	Buy	+5,000	New	+$250K	0.08%	186
2024 Q1	$251K	Buy	+5,000	New	+$238K	0.13%	112

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

Tactive Advisors's SPYV Position: Q2 2026 in Review

Tactive Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q2 2026, selling an estimated $53.9K and leaving 3,700 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #245.

Tactive Advisors first reported a position in SPYV in Q1 2024 and has held it in 6 quarters since. The position peaked at $262K in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Tactive Advisors held 3,700 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $225K as of Q2 2026.
Tactive Advisors sold 900 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $53.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Tactive Advisors's portfolio in Q2 2026, its #245 holding.
Tactive Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 6 quarters since.
Tactive Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $262K in Q2 2025.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.