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

Tranquility Partners’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 Q3	$322K	Sell	5,271 -94	-2%	-$5.88K	0.11%	179
2026 Q2	$326K	Buy	5,365 +3	+0.1%	+$180	0.11%	188
2026 Q1	$303K	Sell	5,362 -58	-1%	-$3.36K	0.11%	184
2025 Q4	$308K	Hold	5,420	–	–	0.11%	179
2025 Q3	$300K	Sell	5,420 -254	-4%	-$13.7K	0.1%	194
2025 Q2	$297K	Buy	5,674 +506	+10%	+$25.3K	0.11%	179
2025 Q1	$264K	Sell	5,168 -303	-6%	-$15.7K	0.1%	178
2024 Q4	$280K	Hold	5,471	–	–	0.11%	175
2024 Q3	$289K	Hold	5,471	–	–	0.1%	175
2024 Q2	$267K	Hold	5,471	–	–	0.1%	189
2024 Q1	$274K	Hold	5,471	–	–	0.11%	183
2023 Q4	$255K	Sell	5,471 -1,408	-20%	-$60.7K	0.11%	178
2023 Q3	$284K	Buy	6,879 +1,218	+22%	+$52.8K	0.12%	170
2023 Q2	$245K	Sell	5,661 -116	-2%	-$4.79K	0.11%	192
2023 Q1	$235K	Sell	5,777 -77	-1%	-$3.12K	0.11%	188
2022 Q4	$228K	Buy	+5,854	New	+$224K	0.12%	183

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Tranquility Partners's SPYV Position: Q3 2026 in Review

Tranquility Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q3 2026, selling an estimated $5.88K and leaving 5,271 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #179.

Tranquility Partners first reported a position in SPYV in Q4 2022 and has held it in 16 quarters since. The position peaked at $326K in Q2 2026. 277 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Tranquility Partners held 5,271 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $322K as of Q3 2026.
Tranquility Partners sold 94 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $5.88K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Tranquility Partners's portfolio in Q3 2026, its #179 holding.
Tranquility Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 16 quarters since.
Tranquility Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $326K in Q2 2026.
277 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.