UCFA
SPYV icon

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

United Capital Financial 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
Q1 		$4.66M Sell
82,374
-3,985
-5% -$231K 0.03% 367
2025
Q4 		$4.91M Sell
86,359
-6,355
-7% -$357K 0.03% 356
2025
Q3 		$5.13M Sell
92,714
-637
-0.7% -$34.3K 0.04% 304
2025
Q2 		$4.89M Sell
93,351
-11,026
-11% -$551K 0.04% 283
2025
Q1 		$5.33M Sell
104,377
-3,413
-3% -$177K 0.05% 264
2024
Q4 		$5.51M Sell
107,790
-5,209
-5% -$277K 0.05% 246
2024
Q3 		$5.97M Sell
112,999
-5,216
-4% -$265K 0.05% 237
2024
Q2 		$5.76M Sell
118,215
-3,960
-3% -$194K 0.05% 241
2024
Q1 		$6.12M Sell
122,175
-18,220
-13% -$869K 0.05% 246
2023
Q4 		$6.55M Sell
140,395
-18,613
-12% -$803K 0.05% 251
2023
Q3 		$6.56M Sell
159,008
-7,968
-5% -$345K 0.04% 270
2023
Q2 		$7.21M Sell
166,976
-10,156
-6% -$419K 0.04% 272
2023
Q1 		$7.21M Sell
177,132
-28,846
-14% -$1.17M 0.04% 280
2022
Q4 		$8.01M Sell
205,978
-7,025
-3% -$269K 0.04% 276
2022
Q3 		$7.35M Sell
213,003
-19,972
-9% -$758K 0.04% 277
2022
Q2 		$8.58M Sell
232,975
-14,623
-6% -$579K 0.05% 274
2022
Q1 		$10.3M Sell
247,598
-9,348
-4% -$386K 0.05% 274
2021
Q4 		$10.8M Sell
256,946
-3,337
-1% -$136K 0.05% 272
2021
Q3 		$10.2M Sell
260,283
-2,463
-0.9% -$98.4K 0.05% 271
2021
Q2 		$10.4M Sell
262,746
-17,587
-6% -$695K 0.05% 265
2021
Q1 		$10.6M Sell
280,333
-72,508
-21% -$2.62M 0.06% 252
2020
Q4 		$12.1M Sell
352,841
-22,752
-6% -$739K 0.07% 237
2020
Q3 		$11.3M Sell
375,593
-28,804
-7% -$875K 0.07% 231
2020
Q2 		$11.7M Buy
404,397
+8,371
+2% +$239K 0.09% 225
2020
Q1 		$10.2M Sell
396,026
-199,627
-34% -$6.37M 0.08% 234
2019
Q4 		$20.8M Buy
595,653
+39,947
+7% +$1.33M 0.13% 184
2019
Q3 		$17.8M Buy
555,706
+340,332
+158% +$10.7M 0.12% 200
2019
Q2 		$6.74M Buy
215,374
+124,387
+137% +$3.83M 0.04% 363
2019
Q1 		$2.75M Sell
90,987
-271,386
-75% -$8M 0.02% 524
2018
Q4 		$9.77M Sell
362,373
-52,734
-13% -$1.55M 0.08% 257
2018
Q3 		$12.9M Buy
415,107
+205,665
+98% +$6.35M 0.09% 245
2018
Q2 		$6.21M Sell
209,442
-7,509
-3% -$224K 0.05% 373
2018
Q1 		$6.38M Buy
216,951
+17,894
+9% +$549K 0.05% 366
2017
Q4 		$6.11M Buy
199,057
+33,169
+20% +$993K 0.05% 376
2017
Q3 		$4.84M Buy
165,888
+28,732
+21% +$822K 0.04% 400
2017
Q2 		$3.9M Buy
137,156
+25,824
+23% +$727K 0.03% 429
2017
Q1 		$3.14M Buy
111,332
+69,132
+164% +$1.94M 0.03% 457
2016
Q4 		$1.16M Buy
+42,200
New +$1.11M 0.01% 711
2015
Q2 		– Sell
-1,093,208
Closed -$27.8M – 1310
2015
Q1 		$27.8M Sell
1,093,208
-59,140
-5% -$1.49M 0.34% 69
2014
Q4 		$29.3M Buy
1,152,348
+87,396
+8% +$2.17M 0.44% 55
2014
Q3 		$26M Buy
1,064,952
+210,040
+25% +$5.17M 0.45% 49
2014
Q2 		$20.9M Buy
854,912
+710,532
+492% +$17M 0.39% 66
2014
Q1 		$3.41M Buy
+144,380
New +$3.31M 0.07% 269

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

United Capital Financial Advisors's SPYV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.6% in Q1 2026, selling an estimated $231K and leaving 82,374 shares worth $4.66M. The position accounts for 0.03% of the portfolio, ranked #367.

United Capital Financial Advisors first reported a position in SPYV in Q1 2014 and has held it in 43 quarters since. The position peaked at $29.3M in Q4 2014. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • United Capital Financial Advisors held 82,374 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.66M as of Q1 2026.
  • United Capital Financial Advisors sold 3,985 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $231K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #367 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2014 and has held it in 43 quarters since.
  • United Capital Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $29.3M in Q4 2014.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.