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

Plancorp LLC’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	-3,791	Closed	-$215K	–	394
2025 Q4	$215K	Buy	+3,791	New	+$213K	0.01%	342

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Plancorp LLC's SPYV Position: Q1 2026 in Review

Plancorp LLC sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 3,791 shares — an estimated $215K sold.

Plancorp LLC first reported a position in SPYV in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 1,185 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Plancorp LLC reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Plancorp LLC sold 3,791 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $215K.
Plancorp LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and held it in 1 quarter.
Plancorp LLC's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $215K in Q4 2025.
1,185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Plancorp LLC's 13F filing for Q1 2026, filed 14 Apr 2026.