PS
SPYV icon

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

Pinney & Scofield’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 		$85.7K Hold
1,514
– – 0.05% 85
2025
Q4 		$86K Hold
1,514
– – 0.05% 83
2025
Q3 		$83.8K Hold
1,514
– – 0.05% 79
2025
Q2 		$79.2K Hold
1,514
– – 0.05% 83
2025
Q1 		$77.3K Hold
1,514
– – 0.06% 80
2024
Q4 		$77.4K Buy
+1,514
New +$80.6K 0.06% 83

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinney & Scofield's SPYV Position: Q1 2026 in Review

Pinney & Scofield held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 1,514 shares worth $85.7K. The position accounts for 0.05% of the portfolio, ranked #85.

Pinney & Scofield first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $86K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Pinney & Scofield held 1,514 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $85.7K as of Q1 2026.
  • Pinney & Scofield left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Pinney & Scofield's portfolio in Q1 2026, its #85 holding.
  • Pinney & Scofield first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $86K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.