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

Waverly 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	$47.9M	Buy	845,713 +42,071	+5%	+$2.44M	0.36%	64
2025 Q4	$45.7M	Buy	803,642 +235,699	+42%	+$13.2M	0.37%	63
2025 Q3	$31.4M	Buy	567,943 +38,169	+7%	+$2.06M	0.31%	67
2025 Q2	$27.7M	Buy	529,774 +14,129	+3%	+$706K	0.3%	70
2025 Q1	$26.3M	Buy	515,645 +22,331	+5%	+$1.16M	0.32%	71
2024 Q4	$25.2M	Buy	493,314 +52,098	+12%	+$2.77M	0.39%	55
2024 Q3	$23.3M	Buy	441,216 +14,643	+3%	+$745K	0.43%	46
2024 Q2	$20.8M	Buy	426,573 +43,208	+11%	+$2.11M	0.41%	46
2024 Q1	$19.2M	Buy	383,365 +280,645	+273%	+$13.4M	0.45%	42
2023 Q4	$4.79M	Buy	102,720 +1,637	+2%	+$70.6K	0.18%	86
2023 Q3	$4.17M	Sell	101,083 -2,692	-3%	-$117K	0.18%	89
2023 Q2	$4.48M	Buy	+103,775	New	+$4.29M	0.2%	83

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

Waverly Advisors's SPYV Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.2% in Q1 2026, buying an estimated $2.44M and bringing the position to 845,713 shares worth $47.9M. The position accounts for 0.36% of the portfolio, ranked #64.

Waverly Advisors first reported a position in SPYV in Q2 2023 and has held it in 12 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Waverly Advisors held 845,713 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $47.9M as of Q1 2026.
Waverly Advisors bought 42,071 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $2.44M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.36% of Waverly Advisors's portfolio in Q1 2026, its #64 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.