Pine Grove Financial Group
SPYV icon

Pine Grove Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Pine Grove Financial Group’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 		$1.03M Sell
16,908
-128
-0.8% -$8.01K 0.1% 92
2026
Q2 		$1.04M Sell
17,036
-1,030
-6% -$61.6K 0.1% 92
2026
Q1 		$1.02M Buy
18,066
+17
+0.1% +$986 0.12% 83
2025
Q4 		$1.03M Buy
+18,049
New +$1.01M 0.12% 79

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Pine Grove Financial Group's SPYV Position: Q3 2026 in Review

Pine Grove Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.75% in Q3 2026, selling an estimated $8.01K and leaving 16,908 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #92.

Pine Grove Financial Group first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q2 2026. 327 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Pine Grove Financial Group held 16,908 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.03M as of Q3 2026.
  • Pine Grove Financial Group sold 128 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $8.01K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Pine Grove Financial Group's portfolio in Q3 2026, its #92 holding.
  • Pine Grove Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.04M in Q2 2026.
  • 327 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.