PGF
SPYV icon

Plan Group Financial’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Plan Group Financial’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
2025
Q1 		– Sell
-14,461
Closed -$740K – 155
2024
Q4 		$740K Sell
14,461
-246
-2% -$13.1K 0.39% 59
2024
Q3 		$777K Buy
+14,707
New +$748K 0.41% 54

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plan Group Financial's SPYV Position: Q1 2025 in Review

Plan Group Financial sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 14,461 shares — an estimated $740K sold.

Plan Group Financial first reported a position in SPYV in Q3 2024 and held it in 2 quarters. The position peaked at $777K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

  • Plan Group Financial reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Plan Group Financial sold 14,461 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $740K.
  • Plan Group Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and held it in 2 quarters.
  • Plan Group Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $777K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.