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

World Investment 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
Q2 		$442K Buy
7,373
+2,352
+47% +$141K 0.01% 1011
2026
Q1 		$284K Buy
5,021
+290
+6% +$16.8K ﹤0.01% 1290
2025
Q4 		$269K Buy
+4,731
New +$266K ﹤0.01% 1238
2025
Q1 		– Sell
-3,925
Closed -$201K – 1107
2024
Q4 		$201K Sell
3,925
-4,925
-56% -$262K 0.01% 971
2024
Q3 		$468K Buy
+8,850
New +$450K 0.01% 606

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

World Investment Advisors's SPYV Position: Q2 2026 in Review

World Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 47% in Q2 2026, buying an estimated $141K and bringing the position to 7,373 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1011.

World Investment Advisors first reported a position in SPYV in Q3 2024 and has held it in 5 quarters since. The position peaked at $468K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • World Investment Advisors held 7,373 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $442K as of Q2 2026.
  • World Investment Advisors bought 2,352 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $141K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1011 holding.
  • World Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 5 quarters since.
  • World Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $468K 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.