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Capstone Triton Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Capstone Triton Financial Group’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 		$1.16M Sell
19,004
-18,044
-49% -$1.08M 0.67% 52
2026
Q1 		$2.1M Buy
37,048
+18,541
+100% +$1.08M 3.66% 8
2025
Q4 		$1.05M Sell
18,507
-132
-0.7% -$7.42K 0.7% 55
2025
Q3 		$1.03M Buy
18,639
+49
+0.3% +$2.64K 0.69% 56
2025
Q2 		$973K Buy
+18,590
New +$929K 0.71% 54
2024
Q4 		$1.77M Sell
34,599
-114
-0.3% -$6.07K 1.11% 30
2024
Q3 		$1.83M Buy
34,713
+3,908
+13% +$199K 1.17% 25
2024
Q2 		$1.5M Buy
30,805
+832
+3% +$40.7K 1.05% 30
2024
Q1 		$1.5M Sell
29,973
-3,564
-11% -$170K 1.07% 32
2023
Q4 		$1.56M Sell
33,537
-4,334
-11% -$187K 1.14% 29
2023
Q3 		$1.56M Buy
37,871
+566
+2% +$24.5K 1.14% 27
2023
Q2 		$1.61M Sell
37,305
-106
-0.3% -$4.38K 1.11% 28
2023
Q1 		$1.52M Buy
37,411
+1,177
+3% +$47.7K 1.15% 27
2022
Q4 		$1.41M Sell
36,234
-1,516
-4% -$58.1K 1.13% 30
2022
Q3 		$1.3M Buy
37,750
+1,883
+5% +$71.4K 1.11% 31
2022
Q2 		$1.36M Buy
+35,867
New +$1.42M 1.03% 32

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

Capstone Triton Financial Group's SPYV Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 49% in Q2 2026, selling an estimated $1.08M and leaving 19,004 shares worth $1.16M. The position accounts for 0.67% of the portfolio, ranked #52.

Capstone Triton Financial Group first reported a position in SPYV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.1M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Capstone Triton Financial Group held 19,004 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.16M as of Q2 2026.
  • Capstone Triton Financial Group sold 18,044 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.08M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.67% of Capstone Triton Financial Group's portfolio in Q2 2026, its #52 holding.
  • Capstone Triton Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Capstone Triton Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.1M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.