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 Q2	$326K	Buy	5,365 +3	+0.1%	+$180	0.11%	188
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 $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

Tranquility Partners's SPYV Position: Q2 2026 in Review

Tranquility Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.06% in Q2 2026, buying an estimated $180 and bringing the position to 5,365 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #188.

Tranquility Partners first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Tranquility Partners held 5,365 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $326K as of Q2 2026.
Tranquility Partners bought 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $180.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Tranquility Partners's portfolio in Q2 2026, its #188 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 15 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.