PFA
SPYV icon

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

Pure Financial Advisors’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 		$19.8M Sell
325,685
-4,384
-1% -$262K 0.25% 57
2026
Q1 		$18.7M Sell
330,069
-7,068
-2% -$410K 0.27% 55
2025
Q4 		$19.2M Sell
337,137
-3,052
-0.9% -$171K 0.28% 54
2025
Q3 		$18.8M Sell
340,189
-7,088
-2% -$382K 0.3% 53
2025
Q2 		$18.2M Sell
347,277
-7,567
-2% -$378K 0.32% 50
2025
Q1 		$18.1M Sell
354,844
-8,081
-2% -$419K 0.38% 44
2024
Q4 		$18.6M Sell
362,925
-11,780
-3% -$627K 0.42% 39
2024
Q3 		$19.8M Sell
374,705
-9,945
-3% -$506K 0.48% 37
2024
Q2 		$18.7M Sell
384,650
-5,637
-1% -$276K 0.52% 36
2024
Q1 		$19.6M Sell
390,287
-13,941
-3% -$665K 0.61% 33
2023
Q4 		$18.8M Sell
404,228
-12,901
-3% -$556K 0.65% 32
2023
Q3 		$17.2M Sell
417,129
-9,114
-2% -$395K 0.7% 30
2023
Q2 		$18.4M Sell
426,243
-1,461
-0.3% -$60.3K 0.78% 31
2023
Q1 		$17.4M Buy
427,704
+16,129
+4% +$654K 0.81% 30
2022
Q4 		$16M Sell
411,575
-9,539
-2% -$365K 0.83% 31
2022
Q3 		$14.5M Sell
421,114
-32,949
-7% -$1.25M 0.84% 29
2022
Q2 		$16.7M Buy
454,063
+1,135
+0.3% +$44.9K 1.04% 22
2022
Q1 		$18.9M Sell
452,928
-31,984
-7% -$1.32M 0.87% 27
2021
Q4 		$20.4M Buy
484,912
+7,811
+2% +$319K 1.01% 21
2021
Q3 		$18.6M Buy
477,101
+8,502
+2% +$340K 1.43% 18
2021
Q2 		$18.5M Sell
468,599
-33,708
-7% -$1.33M 1.51% 19
2021
Q1 		$19M Sell
502,307
-35,898
-7% -$1.3M 1.89% 14
2020
Q4 		$18.5M Sell
538,205
-32,244
-6% -$1.05M 2.22% 14
2020
Q3 		$17.2M Sell
570,449
-6,651
-1% -$202K 2.52% 13
2020
Q2 		$16.7M Sell
577,100
-116,809
-17% -$3.33M 2.61% 13
2020
Q1 		$17.9M Buy
693,909
+398,206
+135% +$12.7M 3.01% 9
2019
Q4 		$10.3M Sell
295,703
-8,725
-3% -$292K 1.76% 18
2019
Q3 		$9.73M Buy
304,428
+13,269
+5% +$418K 1.76% 18
2019
Q2 		$9.11M Buy
291,159
+34,176
+13% +$1.05M 1.63% 18
2019
Q1 		$7.78M Buy
256,983
+16,456
+7% +$485K 1.47% 21
2018
Q4 		$6.53M Buy
240,527
+59,647
+33% +$1.75M 1.32% 22
2018
Q3 		$5.63M Buy
+180,880
New +$5.58M 1.23% 23

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

Pure Financial Advisors's SPYV Position: Q2 2026 in Review

Pure Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.3% in Q2 2026, selling an estimated $262K and leaving 325,685 shares worth $19.8M. The position accounts for 0.25% of the portfolio, ranked #57.

Pure Financial Advisors first reported a position in SPYV in Q3 2018 and has held it in 32 quarters since. The position peaked at $20.4M in Q4 2021. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Pure Financial Advisors held 325,685 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $19.8M as of Q2 2026.
  • Pure Financial Advisors sold 4,384 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $262K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.25% of Pure Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Pure Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 32 quarters since.
  • Pure Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $20.4M in Q4 2021.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.