Scarborough Advisors
SPYV icon

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
Q3 		– Sell
-390,184
Closed -$23.9M – 121
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Scarborough Advisors's SPYV Position: Q3 2026 in Review

Scarborough Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 390,184 shares — an estimated $23.9M sold.

Scarborough Advisors first reported a position in SPYV in Q1 2024 and held it in 10 quarters. The position peaked at $57.9M in Q2 2025. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Scarborough Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Scarborough Advisors sold 390,184 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $23.9M.
  • Scarborough Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and held it in 10 quarters.
  • Scarborough Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $57.9M in Q2 2025.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Scarborough Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.