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

Tompkins Financial’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	–	Sell	-526	Closed	-$29.8K	–	591
2026 Q1	$29.8K	Hold	526	–	–	﹤0.01%	360
2025 Q4	$29.9K	Hold	526	–	–	﹤0.01%	342
2025 Q3	$29.1K	Hold	526	–	–	﹤0.01%	360
2025 Q2	$27.5K	Buy	526 +515	+4,682%	+$25.7K	﹤0.01%	360
2025 Q1	$562	Sell	11 -2	-15%	-$104	﹤0.01%	548
2024 Q4	$665	Sell	13 -17	-57%	-$905	﹤0.01%	508
2024 Q3	$1.59K	Sell	30 -4	-12%	-$204	﹤0.01%	540
2024 Q2	$1.66K	Hold	34	–	–	﹤0.01%	549
2024 Q1	$1.7K	Buy	34 +16	+89%	+$763	﹤0.01%	582
2023 Q4	$839	Sell	18 -7	-28%	-$302	﹤0.01%	614
2023 Q3	$1.03K	Hold	25	–	–	﹤0.01%	554
2023 Q2	$1.08K	Hold	25	–	–	﹤0.01%	577
2023 Q1	$1.02K	Sell	25 -10	-29%	-$405	﹤0.01%	606
2022 Q4	$1K	Hold	35	–	–	﹤0.01%	601
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	585
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	570
2022 Q1	$1K	Buy	+35	New	+$1.44K	﹤0.01%	592

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

Tompkins Financial's SPYV Position: Q2 2026 in Review

Tompkins Financial sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 526 shares — an estimated $29.8K sold.

Tompkins Financial first reported a position in SPYV in Q1 2022 and held it in 17 quarters. The position peaked at $29.9K in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Tompkins Financial reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 526 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $29.8K.
Tompkins Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 17 quarters.
Tompkins Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $29.9K in Q4 2025.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.