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

Pinnacle Family 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
2026 Q1	–	Sell	-19,390	Closed	-$1.1M	–	153
2025 Q4	$1.1M	Buy	+19,390	New	+$1.09M	0.48%	42
2024 Q4	–	Sell	-31,950	Closed	-$1.69M	–	127
2024 Q3	$1.69M	Buy	+31,950	New	+$1.63M	0.87%	34
2024 Q1	–	Sell	-85,635	Closed	-$3.99M	–	113
2023 Q4	$3.99M	Buy	+85,635	New	+$3.69M	2.35%	12

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinnacle Family Advisors's SPYV Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 19,390 shares — an estimated $1.1M sold.

Pinnacle Family Advisors first reported a position in SPYV in Q4 2023 and held it in 3 quarters. The position peaked at $3.99M in Q4 2023. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 19,390 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.1M.
Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 3 quarters.
Pinnacle Family Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.99M in Q4 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.