PIFP
SPYV icon

Partners in Financial Planning’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Partners in Financial Planning’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 		$3.97M Buy
70,158
+193
+0.3% +$11.2K 0.66% 21
2025
Q4 		$3.97M Sell
69,965
-8,185
-10% -$460K 0.67% 21
2025
Q3 		$4.32M Buy
78,150
+302
+0.4% +$16.3K 0.75% 20
2025
Q2 		$4.07M Buy
77,848
+30,605
+65% +$1.53M 0.75% 20
2025
Q1 		$2.41M Buy
47,243
+127
+0.3% +$6.59K 0.48% 26
2024
Q4 		$2.41M Sell
47,116
-13,346
-22% -$710K 0.49% 26
2024
Q3 		$3.2M Buy
60,462
+51
+0.1% +$2.6K 0.64% 21
2024
Q2 		$2.94M Buy
60,411
+99
+0.2% +$4.84K 0.64% 20
2024
Q1 		$3.02M Sell
60,312
-31
-0.1% -$1.48K 0.67% 21
2023
Q4 		$2.81M Sell
60,343
-680
-1% -$29.3K 0.66% 22
2023
Q3 		$2.52M Sell
61,023
-854
-1% -$37K 0.65% 23
2023
Q2 		$2.67M Sell
61,877
-64
-0.1% -$2.64K 0.68% 22
2023
Q1 		$2.52M Sell
61,941
-274
-0.4% -$11.1K 0.66% 23
2022
Q4 		$2.43M Buy
62,215
+4,050
+7% +$155K 0.67% 24
2022
Q3 		$2.3M Buy
58,165
+176
+0.3% +$6.68K 0.66% 23
2022
Q2 		$2.26M Sell
57,989
-503
-0.9% -$19.9K 0.72% 20
2022
Q1 		$2.4M Sell
58,492
-904
-2% -$37.3K 0.75% 19
2021
Q4 		$2.44M Buy
59,396
+2,890
+5% +$118K 0.75% 19
2021
Q3 		$2.2M Sell
56,506
-2,025
-3% -$80.9K 0.69% 20
2021
Q2 		$2.31M Buy
+58,531
New +$2.31M 0.72% 20

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 $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Partners in Financial Planning's SPYV Position: Q1 2026 in Review

Partners in Financial Planning increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.28% in Q1 2026, buying an estimated $11.2K and bringing the position to 70,158 shares worth $3.97M. The position accounts for 0.66% of the portfolio, ranked #21.

Partners in Financial Planning first reported a position in SPYV in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.32M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Partners in Financial Planning held 70,158 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.97M as of Q1 2026.
  • Partners in Financial Planning bought 193 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $11.2K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.66% of Partners in Financial Planning's portfolio in Q1 2026, its #21 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.32M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.