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Vise Technologies’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Vise Technologies’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 		$6.45M Buy
106,068
+44,241
+72% +$2.65M 0.07% 223
2026
Q1 		$3.51M Hold
61,827
– – 0.07% 235
2025
Q4 		$3.51M Buy
61,827
+31,445
+103% +$1.77M 0.07% 236
2025
Q3 		$1.68M Buy
+30,382
New +$1.64M 0.06% 298

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vise Technologies's SPYV Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 72% in Q2 2026, buying an estimated $2.65M and bringing the position to 106,068 shares worth $6.45M. The position accounts for 0.07% of the portfolio, ranked #223.

Vise Technologies first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Vise Technologies held 106,068 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.45M as of Q2 2026.
  • Vise Technologies bought 44,241 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.65M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #223 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.