Three Arch Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Three Arch Wealth Management’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	$310K	Hold	5,094	–	–	0.05%	60
2026 Q1	$288K	Hold	5,094	–	–	0.05%	50
2025 Q4	$289K	Buy	+5,094	New	+$286K	0.05%	50

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Three Arch Wealth Management's SPYV Position: Q2 2026 in Review

Three Arch Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 5,094 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #60.

Three Arch Wealth Management first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,210 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Three Arch Wealth Management held 5,094 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $310K as of Q2 2026.
Three Arch Wealth Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.05% of Three Arch Wealth Management's portfolio in Q2 2026, its #60 holding.
Three Arch Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,210 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.