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 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 $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

Scarborough Advisors's SPYV Position: Q1 2026 in Review

Scarborough Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 29% in Q1 2026, selling an estimated $11M and leaving 460,215 shares worth $26M. The position accounts for 2.85% of the portfolio, ranked #8.

Scarborough Advisors first reported a position in SPYV in Q1 2024 and has held it in 9 quarters since. The position peaked at $57.9M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Scarborough Advisors held 460,215 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $26M as of Q1 2026.
Scarborough Advisors sold 190,247 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $11M.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.85% of Scarborough Advisors's portfolio in Q1 2026, its #8 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 9 quarters since.
Scarborough Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $57.9M in Q2 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.