VFG
SPYV icon

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

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Goldman Sachs
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AF
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Morgan Stanley
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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return