VBA
SPYV icon

von Borstel & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

von Borstel & Associates’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
2025
Q2 		– Sell
-2,769
Closed -$141K – 117
2025
Q1 		$141K Buy
+2,769
New +$144K 0.04% 47

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

von Borstel & Associates's SPYV Position: Q2 2025 in Review

von Borstel & Associates sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 2,769 shares — an estimated $141K sold.

von Borstel & Associates first reported a position in SPYV in Q1 2025 and held it in 1 quarter. The position peaked at $141K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • von Borstel & Associates reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 2,769 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $141K.
  • von Borstel & Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $141K in Q1 2025.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.