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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pure Financial Advisors's SPYV Position: Q1 2026 in Review

Pure Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.1% in Q1 2026, selling an estimated $410K and leaving 330,069 shares worth $18.7M. The position accounts for 0.27% of the portfolio, ranked #55.

Pure Financial Advisors first reported a position in SPYV in Q3 2018 and has held it in 31 quarters since. The position peaked at $20.4M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Pure Financial Advisors held 330,069 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.7M as of Q1 2026.
Pure Financial Advisors sold 7,068 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $410K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.27% of Pure Financial Advisors's portfolio in Q1 2026, its #55 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 31 quarters since.
Pure Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $20.4M in Q4 2021.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.