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

Scarborough 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	$23.9M	Sell	390,184 -70,031	-15%	-$4.19M	2.75%	12
2026 Q1	$26M	Sell	460,215 -190,247	-29%	-$11M	2.85%	8
2025 Q4	$37M	Buy	650,462 +104,518	+19%	+$5.87M	6.24%	4
2025 Q3	$30.2M	Sell	545,944 -560,801	-51%	-$30.2M	5.33%	6
2025 Q2	$57.9M	Buy	1,106,745 +314,341	+40%	+$15.7M	11.49%	1
2025 Q1	$40.5M	Buy	792,404 +77,672	+11%	+$4.03M	5.76%	3
2024 Q4	$36.6M	Buy	714,732 +596,807	+506%	+$31.8M	5.17%	4
2024 Q3	$6.23M	Sell	117,925 -388	-0.3%	-$19.7K	1.01%	26
2024 Q2	$5.77M	Buy	118,313 +8,716	+8%	+$426K	2.37%	13
2024 Q1	$5.49M	Buy	+109,597	New	+$5.23M	2.54%	17

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Scarborough Advisors's SPYV Position: Q2 2026 in Review

Scarborough Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 15% in Q2 2026, selling an estimated $4.19M and leaving 390,184 shares worth $23.9M. The position accounts for 2.75% of the portfolio, ranked #12.

Scarborough Advisors first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $57.9M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Scarborough Advisors held 390,184 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.9M as of Q2 2026.
Scarborough Advisors sold 70,031 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.19M.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.75% of Scarborough Advisors's portfolio in Q2 2026, its #12 holding.
Scarborough Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Scarborough Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $57.9M in Q2 2025.
1,214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.