Pinnacle Wealth Planning Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.1M | Buy |
620,103
+32,912
| +6% | +$1.91M | 3.62% | 4 |
|
|
2025
Q4 | $33.4M | Buy |
587,191
+52,703
| +10% | +$2.96M | 3.48% | 4 |
|
|
2025
Q3 | $29.6M | Buy |
534,488
+33,918
| +7% | +$1.83M | 3.47% | 4 |
|
|
2025
Q2 | $26.2M | Buy |
500,570
+39,146
| +8% | +$1.96M | 3.45% | 4 |
|
|
2025
Q1 | $23.6M | Buy |
461,424
+12,756
| +3% | +$662K | 3.54% | 4 |
|
|
2024
Q4 | $22.9M | Buy |
448,668
+147
| +0% | +$7.82K | 3.45% | 4 |
|
|
2024
Q3 | $23.7M | Sell |
448,521
-1,871
| -0.4% | -$95.2K | 3.22% | 4 |
|
|
2024
Q2 | $22M | Sell |
450,392
-107
| -0% | -$5.23K | 3.14% | 4 |
|
|
2024
Q1 | $22.6M | Sell |
450,499
-2,364
| -0.5% | -$113K | 3.31% | 4 |
|
|
2023
Q4 | $21.1M | Buy |
452,863
+6,225
| +1% | +$268K | 3.32% | 4 |
|
|
2023
Q3 | $18.4M | Sell |
446,638
-1,936
| -0.4% | -$83.9K | 3.04% | 5 |
|
|
2023
Q2 | $19.4M | Sell |
448,574
-44,766
| -9% | -$1.85M | 3.13% | 5 |
|
|
2023
Q1 | $20.1M | Buy |
493,340
+1,278
| +0.3% | +$51.8K | 3.34% | 5 |
|
|
2022
Q4 | $19.1M | Buy |
492,062
+143,507
| +41% | +$5.5M | 3.4% | 4 |
|
|
2022
Q3 | $12M | Buy |
348,555
+40,325
| +13% | +$1.53M | 2.22% | 7 |
|
|
2022
Q2 | $11.3M | Buy |
308,230
+43,884
| +17% | +$1.74M | 2.04% | 7 |
|
|
2022
Q1 | $11M | Buy |
264,346
+22,010
| +9% | +$908K | 2.01% | 7 |
|
|
2021
Q4 | $10.2M | Sell |
242,336
-11,638
| -5% | -$475K | 1.99% | 10 |
|
|
2021
Q3 | $9.12M | Buy |
253,974
+4,917
| +2% | +$196K | 2.02% | 11 |
|
|
2021
Q2 | $9.05M | Buy |
249,057
+2,533
| +1% | +$100K | 2.11% | 10 |
|
|
2021
Q1 | $8.61M | Sell |
246,524
-47,466
| -16% | -$1.72M | 2.21% | 7 |
|
|
2020
Q4 | $9.51M | Sell |
293,990
-985
| -0.3% | -$32K | 2.27% | 6 |
|
|
2020
Q3 | $8.45M | Buy |
294,975
+2,527
| +0.9% | +$76.8K | 2.79% | 6 |
|
|
2020
Q2 | $8.05M | Sell |
292,448
-44,462
| -13% | -$1.27M | 2.62% | 7 |
|
|
2020
Q1 | $7.93M | Buy |
336,910
+82,471
| +32% | +$2.63M | 3.76% | 3 |
|
|
2019
Q4 | $8.88M | Sell |
254,439
-76,127
| -23% | -$2.54M | 4.18% | 2 |
|
|
2019
Q3 | $8.64M | Buy |
330,566
+72,010
| +28% | +$2.27M | 4.7% | 2 |
|
|
2019
Q2 | $8.09M | Buy |
258,556
+5,886
| +2% | +$181K | 4.88% | 2 |
|
|
2019
Q1 | $7.65M | Sell |
252,670
-2,734
| -1% | -$80.6K | 5.14% | 2 |
|
|
2018
Q4 | $6.94M | Buy |
255,404
+202,138
| +379% | +$5.94M | 4.44% | 4 |
|
|
2018
Q3 | $1.66M | Buy |
53,266
+4,511
| +9% | +$139K | 1.52% | 11 |
|
|
2018
Q2 | $1.45M | Buy |
48,755
+3,023
| +7% | +$90K | 1.4% | 13 |
|
|
2018
Q1 | $1.34M | Buy |
45,732
+36,861
| +416% | +$1.13M | 1.38% | 13 |
|
|
2017
Q4 | $272K | Buy |
+8,871
| New | +$265K | 0.55% | 36 |
|
Other funds holding SPYV
AF
VA
Pinnacle Wealth Planning Services's SPYV Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.6% in Q1 2026, buying an estimated $1.91M and bringing the position to 620,103 shares worth $35.1M. The position accounts for 3.62% of the portfolio, ranked #4.
Pinnacle Wealth Planning Services first reported a position in SPYV in Q4 2017 and has held it in 34 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.
- Pinnacle Wealth Planning Services held 620,103 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $35.1M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 32,912 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.91M.
- State Street SPDR Portfolio S&P 500 Value ETF made up 3.62% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #4 holding.
- Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.