WT
SPYV icon

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

Washington Trust’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
-225
Closed -$11.5K – 662
2025
Q1 		$11.5K Hold
225
– – ﹤0.01% 589
2024
Q4 		$11.5K Hold
225
– – ﹤0.01% 653
2024
Q3 		$11.9K Hold
225
– – ﹤0.01% 652
2024
Q2 		$11K Hold
225
– – ﹤0.01% 653
2024
Q1 		$11.3K Hold
225
– – ﹤0.01% 651
2023
Q4 		$10.5K Hold
225
– – ﹤0.01% 629
2023
Q3 		$9.28K Sell
225
-487
-68% -$21.1K ﹤0.01% 634
2023
Q2 		$30.8K Buy
+712
New +$29.4K ﹤0.01% 485

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

Washington Trust's SPYV Position: Q2 2025 in Review

Washington Trust sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 225 shares — an estimated $11.5K sold.

Washington Trust first reported a position in SPYV in Q2 2023 and held it in 8 quarters. The position peaked at $30.8K in Q2 2023. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Washington Trust reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 225 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $11.5K.
  • Washington Trust first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and held it in 8 quarters.
  • Washington Trust's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $30.8K in Q2 2023.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.