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TIAA Wealth Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

TIAA Wealth Investment Management’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 		$387K Buy
6,368
+2,400
+60% +$144K ﹤0.01% 251
2026
Q1 		$221K Buy
+3,968
New +$230K ﹤0.01% 274

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TIAA Wealth Investment Management's SPYV Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 60% in Q2 2026, buying an estimated $144K and bringing the position to 6,368 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

TIAA Wealth Investment Management first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • TIAA Wealth Investment Management held 6,368 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $387K as of Q2 2026.
  • TIAA Wealth Investment Management bought 2,400 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $144K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #251 holding.
  • TIAA Wealth Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.