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

PDS 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 Q3	$379K	Buy	+6,200	New	+$388K	0.02%	369

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

PDS Planning's SPYV Position: Q3 2026 in Review

PDS Planning opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026: 6,200 shares worth $379K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings.

888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

PDS Planning held 6,200 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $379K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new PDS Planning position in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of PDS Planning's portfolio in Q3 2026, its #369 holding.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.