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

Victory Financial 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	–	Sell	-3,814	Closed	-$217K	–	373
2025 Q4	$217K	Buy	+3,814	New	+$214K	0.03%	295
2025 Q3	–	Sell	-4,679	Closed	-$245K	–	270
2025 Q2	$245K	Sell	4,679 -5,875	-56%	-$294K	0.04%	192
2025 Q1	$539K	Buy	10,554 +309	+3%	+$16K	0.1%	101
2024 Q4	$524K	Buy	+10,245	New	+$545K	0.14%	79
2024 Q2	$521K	Buy	10,691 +6,398	+149%	+$313K	0.24%	46
2024 Q1	$215K	Sell	4,293 -1,141	-21%	-$54.4K	0.13%	54
2023 Q4	$253K	Buy	+5,434	New	+$234K	0.17%	52

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Victory Financial Group's SPYV Position: Q1 2026 in Review

Victory Financial Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 3,814 shares — an estimated $217K sold.

Victory Financial Group first reported a position in SPYV in Q4 2023 and held it in 7 quarters. The position peaked at $539K in Q1 2025. 1,185 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Victory Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Victory Financial Group sold 3,814 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $217K.
Victory Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 7 quarters.
Victory Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $539K in Q1 2025.
1,185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.