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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
Q2 		$92K Hold
1,514
– – 0.05% 88
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 $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

Pinney & Scofield's SPYV Position: Q2 2026 in Review

Pinney & Scofield held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 1,514 shares worth $92K. The position accounts for 0.05% of the portfolio, ranked #88.

Pinney & Scofield first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Pinney & Scofield held 1,514 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $92K as of Q2 2026.
  • Pinney & Scofield left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Pinney & Scofield's portfolio in Q2 2026, its #88 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 7 quarters since.
  • 1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.