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SPYV icon

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

Pinnacle Bancorp’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 		$537K Sell
8,828
-601
-6% -$36K 0.14% 136
2026
Q1 		$533K Sell
9,429
-285
-3% -$16.5K 0.16% 121
2025
Q4 		$552K Sell
9,714
-260
-3% -$14.6K 0.16% 111
2025
Q3 		$552K Sell
9,974
-772
-7% -$41.6K 0.16% 113
2025
Q2 		$562K Sell
10,746
-1,567
-13% -$78.3K 0.17% 108
2025
Q1 		$629K Sell
12,313
-820
-6% -$42.5K 0.21% 89
2024
Q4 		$672K Buy
13,133
+4,426
+51% +$236K 0.22% 88
2024
Q3 		$460K Sell
8,707
-491
-5% -$25K 0.12% 116
2024
Q2 		$448K Buy
9,198
+4,268
+87% +$209K 0.13% 109
2024
Q1 		$247K Hold
4,930
– – 0.07% 175
2023
Q4 		$230K Sell
4,930
-15
-0.3% -$647 0.08% 172
2023
Q3 		$204K Buy
4,945
+1,911
+63% +$82.8K 0.07% 177
2023
Q2 		$131K Buy
3,034
+1,327
+78% +$54.8K 0.04% 231
2023
Q1 		$69.5K Sell
1,707
-478
-22% -$19.4K 0.03% 310
2022
Q4 		$85K Hold
2,185
– – 0.03% 267
2022
Q3 		$75K Hold
2,185
– – 0.03% 269
2022
Q2 		$80K Sell
2,185
-839
-28% -$33.2K 0.03% 260
2022
Q1 		$126K Buy
3,024
+1,818
+151% +$75K 0.04% 220
2021
Q4 		$51K Hold
1,206
– – 0.02% 354
2021
Q3 		$47K Hold
1,206
– – 0.02% 353
2021
Q2 		$48K Sell
1,206
-1,545
-56% -$61.1K 0.02% 360
2021
Q1 		$104K Buy
2,751
+7
+0.3% +$253 0.05% 231
2020
Q4 		$94K Hold
2,744
– – 0.06% 238
2020
Q3 		$83K Sell
2,744
-214
-7% -$6.5K 0.06% 238
2020
Q2 		$86K Hold
2,958
– – 0.06% 220
2020
Q1 		$76K Buy
+2,958
New +$94.5K 0.06% 211

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

Pinnacle Bancorp's SPYV Position: Q2 2026 in Review

Pinnacle Bancorp reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.4% in Q2 2026, selling an estimated $36K and leaving 8,828 shares worth $537K. The position accounts for 0.14% of the portfolio, ranked #136.

Pinnacle Bancorp first reported a position in SPYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $672K in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Pinnacle Bancorp held 8,828 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $537K as of Q2 2026.
  • Pinnacle Bancorp sold 601 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $36K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.14% of Pinnacle Bancorp's portfolio in Q2 2026, its #136 holding.
  • Pinnacle Bancorp first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Pinnacle Bancorp's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $672K in Q4 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 Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.