TD Private Client Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

TD Private Client Wealth’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	$122K	Hold	2,164	–	–	﹤0.01%	729
2025 Q4	$123K	Hold	2,164	–	–	﹤0.01%	735
2025 Q3	$120K	Sell	2,164 -438	-17%	-$23.6K	﹤0.01%	725
2025 Q2	$136K	Buy	+2,602	New	+$130K	﹤0.01%	697

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

TD Private Client Wealth's SPYV Position: Q1 2026 in Review

TD Private Client Wealth held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 2,164 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

TD Private Client Wealth first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. The position peaked at $136K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

TD Private Client Wealth held 2,164 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $122K as of Q1 2026.
TD Private Client Wealth left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #729 holding.
TD Private Client Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
TD Private Client Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $136K 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 TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.