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

Tidal Investments’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	$1.82M	Buy	29,874 +9,296	+45%	+$556K	﹤0.01%	1417
2026 Q1	$1.16M	Sell	20,578 -76	-0.4%	-$4.41K	﹤0.01%	1393
2025 Q4	$1.17M	Buy	20,654 +3,113	+18%	+$175K	﹤0.01%	1186
2025 Q3	$971K	Sell	17,541 -25,459	-59%	-$1.37M	﹤0.01%	1235
2025 Q2	$2.25M	Sell	43,000 -8,913	-17%	-$445K	0.01%	685
2025 Q1	$2.65M	Sell	51,913 -6,963	-12%	-$361K	0.02%	571
2024 Q4	$3.01M	Buy	58,876 +1,560	+3%	+$83K	0.02%	540
2024 Q3	$3.03M	Sell	57,316 -6,469	-10%	-$329K	0.03%	461
2024 Q2	$3.11M	Buy	63,785 +5,308	+9%	+$259K	0.04%	384
2024 Q1	$2.93M	Buy	58,477 +16,689	+40%	+$796K	0.05%	388
2023 Q4	$1.95M	Sell	41,788 -21,229	-34%	-$916K	0.05%	369
2023 Q3	$2.6M	Buy	+63,017	New	+$2.73M	0.08%	253

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

Tidal Investments's SPYV Position: Q2 2026 in Review

Tidal Investments increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 45% in Q2 2026, buying an estimated $556K and bringing the position to 29,874 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Tidal Investments first reported a position in SPYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.11M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Tidal Investments held 29,874 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.82M as of Q2 2026.
Tidal Investments bought 9,296 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $556K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1417 holding.
Tidal Investments first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
Tidal Investments's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.11M in Q2 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.