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Thoroughbred Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Thoroughbred Financial Services’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 		$300K Buy
5,309
+172
+3% +$9.98K 0.02% 485
2025
Q4 		$291K Hold
5,137
– – 0.02% 490
2025
Q3 		$284K Sell
5,137
-1,215
-19% -$65.4K 0.02% 484
2025
Q2 		$332K Sell
6,352
-2,744
-30% -$137K 0.02% 448
2025
Q1 		$464K Sell
9,096
-296
-3% -$15.4K 0.03% 437
2024
Q4 		$480K Buy
9,392
+3,589
+62% +$191K 0.03% 414
2024
Q3 		$306K Buy
+5,803
New +$295K 0.02% 517

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thoroughbred Financial Services's SPYV Position: Q1 2026 in Review

Thoroughbred Financial Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.3% in Q1 2026, buying an estimated $9.98K and bringing the position to 5,309 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #485.

Thoroughbred Financial Services first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. The position peaked at $480K in Q4 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Thoroughbred Financial Services held 5,309 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $300K as of Q1 2026.
  • Thoroughbred Financial Services bought 172 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $9.98K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #485 holding.
  • Thoroughbred Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Thoroughbred Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $480K in Q4 2024.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.