Washington Trust Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Washington Trust Advisors’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	$22.7K	Hold	402	–	–	﹤0.01%	423
2025 Q4	$22.8K	Hold	402	–	–	﹤0.01%	425
2025 Q3	$22.2K	Buy	+402	New	+$21.6K	﹤0.01%	431
2022 Q4	–	Sell	-52	Closed	-$2K	–	881
2022 Q3	$2K	Buy	+52	New	+$1.97K	﹤0.01%	867

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Washington Trust Advisors's SPYV Position: Q1 2026 in Review

Washington Trust Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 402 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Washington Trust Advisors first reported a position in SPYV in Q3 2022 and has held it in 4 quarters since. The position peaked at $22.8K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Washington Trust Advisors held 402 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $22.7K as of Q1 2026.
Washington Trust Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #423 holding.
Washington Trust Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 4 quarters since.
Washington Trust Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $22.8K in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.