Wilmington Savings Fund Society’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wilmington Savings Fund Society’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	$6.93K	Hold	114	–	–	﹤0.01%	1230
2026 Q1	$6.45K	Hold	114	–	–	﹤0.01%	1243
2025 Q4	$6.48K	Hold	114	–	–	﹤0.01%	1227
2025 Q3	$6.31K	Sell	114 -7,536	-99%	-$406K	﹤0.01%	1218
2025 Q2	$400K	Hold	7,650	–	–	0.01%	636
2025 Q1	$391K	Hold	7,650	–	–	0.01%	633
2024 Q4	$391K	Hold	7,650	–	–	0.01%	645
2024 Q3	$404K	Buy	+7,650	New	+$389K	0.01%	626

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilmington Savings Fund Society's SPYV Position: Q2 2026 in Review

Wilmington Savings Fund Society held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 114 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Wilmington Savings Fund Society first reported a position in SPYV in Q3 2024 and has held it in 8 quarters since. The position peaked at $404K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Wilmington Savings Fund Society held 114 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.93K as of Q2 2026.
Wilmington Savings Fund Society left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1230 holding.
Wilmington Savings Fund Society first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $404K in Q3 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.