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

Pineridge 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
2025 Q3	$30.4K	Sell	550 -4	-0.7%	-$215	0.01%	136
2025 Q2	$29K	Buy	554 +1	+0.2%	+$50	0.01%	141
2025 Q1	$28.3K	Buy	553 +1	+0.2%	+$52	0.01%	152
2024 Q4	$28.2K	Buy	552 +4	+0.7%	+$213	0.01%	186
2024 Q3	$29K	Sell	548 -5,985	-92%	-$305K	0.01%	184
2024 Q2	$318K	Buy	+6,533	New	+$319K	0.11%	48

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pineridge Advisors's SPYV Position: Q3 2025 in Review

Pineridge Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.72% in Q3 2025, selling an estimated $215 and leaving 550 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #136.

Pineridge Advisors first reported a position in SPYV in Q2 2024 and has held it in 6 quarters since. The position peaked at $318K in Q2 2024. 1,055 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

Pineridge Advisors held 550 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.4K as of Q3 2025.
Pineridge Advisors sold 4 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $215.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #136 holding.
Pineridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 6 quarters since.
Pineridge Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $318K in Q2 2024.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.