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White Pine Capital’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

White Pine Capital’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 		$1.58M Buy
26,046
+3,369
+15% +$202K 0.37% 91
2026
Q1 		$1.28M Sell
22,677
-1,005
-4% -$58.3K 0.35% 94
2025
Q4 		$1.35M Buy
23,682
+1,200
+5% +$67.4K 0.37% 82
2025
Q3 		$1.24M Buy
22,482
+3,470
+18% +$187K 0.36% 80
2025
Q2 		$995K Buy
19,012
+55
+0.3% +$2.75K 0.32% 90
2025
Q1 		$968K Buy
18,957
+1,690
+10% +$87.7K 0.34% 84
2024
Q4 		$883K Buy
17,267
+175
+1% +$9.31K 0.3% 104
2024
Q3 		$903K Hold
17,092
– – 0.31% 98
2024
Q2 		$833K Hold
17,092
– – 0.32% 90
2024
Q1 		$820K Buy
17,092
+503
+3% +$24K 0.31% 91
2023
Q4 		$774K Sell
16,589
-75
-0.5% -$3.23K 0.3% 102
2023
Q3 		$688K Hold
16,664
– – 0.28% 106
2023
Q2 		$720K Buy
16,664
+178
+1% +$7.35K 0.27% 107
2023
Q1 		$671K Buy
16,486
+8,050
+95% +$326K 0.26% 110
2022
Q4 		$328K Sell
8,436
-957
-10% -$36.7K 0.13% 159
2022
Q3 		$324K Hold
9,393
– – 0.13% 155
2022
Q2 		$346K Buy
9,393
+3,200
+52% +$127K 0.14% 153
2022
Q1 		$259K Buy
6,193
+15
+0.2% +$619 0.08% 196
2021
Q4 		$259K Hold
6,178
– – 0.08% 204
2021
Q3 		$241K Hold
6,178
– – 0.07% 208
2021
Q2 		$246K Buy
+6,178
New +$244K 0.07% 213

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

White Pine Capital's SPYV Position: Q2 2026 in Review

White Pine Capital increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 15% in Q2 2026, buying an estimated $202K and bringing the position to 26,046 shares worth $1.58M. The position accounts for 0.37% of the portfolio, ranked #91.

White Pine Capital first reported a position in SPYV in Q2 2021 and has held it in 21 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • White Pine Capital held 26,046 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.58M as of Q2 2026.
  • White Pine Capital bought 3,369 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $202K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.37% of White Pine Capital's portfolio in Q2 2026, its #91 holding.
  • White Pine Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.