United Advisor Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

United Advisor Group’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	$5.22M	Buy	92,177 +13,866	+18%	+$804K	0.64%	33
2025 Q4	$4.45M	Buy	78,311 +3,069	+4%	+$172K	0.55%	41
2025 Q3	$4.16M	Sell	75,242 -4,005	-5%	-$216K	0.56%	43
2025 Q2	$4.15M	Buy	79,247 +27,582	+53%	+$1.38M	0.72%	33
2025 Q1	$2.64M	Buy	51,665 +9,101	+21%	+$472K	0.54%	46
2024 Q4	$2.18M	Buy	+42,564	New	+$2.26M	0.43%	59
2024 Q2	–	Sell	-4,560	Closed	-$228K	–	279
2024 Q1	$228K	Buy	+4,560	New	+$217K	0.09%	194

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

United Advisor Group's SPYV Position: Q1 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 18% in Q1 2026, buying an estimated $804K and bringing the position to 92,177 shares worth $5.22M. The position accounts for 0.64% of the portfolio, ranked #33.

United Advisor Group first reported a position in SPYV in Q1 2024 and has held it in 7 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

United Advisor Group held 92,177 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.22M as of Q1 2026.
United Advisor Group bought 13,866 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $804K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.64% of United Advisor Group's portfolio in Q1 2026, its #33 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 7 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.