Vestmark Advisory Solutions’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Vestmark Advisory Solutions’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	$299K	Buy	+4,918	New	+$294K	﹤0.01%	1269
2022 Q3	–	Sell	-58,327	Closed	-$2.15M	–	874
2022 Q2	$2.15M	Buy	+58,327	New	+$2.31M	0.12%	223

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

Vestmark Advisory Solutions's SPYV Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 4,918 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in SPYV as recently as Q2 2022.

Vestmark Advisory Solutions first reported a position in SPYV in Q2 2022 and has held it in 2 quarters since. The position peaked at $2.15M in Q2 2022. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Vestmark Advisory Solutions held 4,918 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $299K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Vestmark Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1269 holding.
Vestmark Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 2 quarters since.
Vestmark Advisory Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.15M in Q2 2022.
1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.