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 Q1	$303K	Sell	5,362 -58	-1%	-$3.37K	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

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

Tranquility Partners's SPYV Position: Q1 2026 in Review

Tranquility Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.1% in Q1 2026, selling an estimated $3.37K and leaving 5,362 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #184.

Tranquility Partners first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $308K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Tranquility Partners held 5,362 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $303K as of Q1 2026.
Tranquility Partners sold 58 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $3.37K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Tranquility Partners's portfolio in Q1 2026, its #184 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 14 quarters since.
Tranquility Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $308K in Q4 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 Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.