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

Triad Wealth 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	$746K	Buy	11,957 +266	+2%	+$15.9K	0.04%	246
2026 Q1	$661K	Sell	11,691 -3,513	-23%	-$204K	0.05%	224
2025 Q4	$864K	Buy	15,204 +1,083	+8%	+$60.8K	0.08%	175
2025 Q3	$781K	Buy	14,121 +10,210	+261%	+$550K	0.1%	145
2025 Q2	$205K	Sell	3,911 -823	-17%	-$41.1K	0.04%	286
2025 Q1	$242K	Buy	+4,734	New	+$246K	0.08%	184
2024 Q3	–	Sell	-779	Closed	-$38K	–	791
2024 Q2	$38K	Buy	+779	New	+$38.1K	0.02%	266

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

Triad Wealth Partners's SPYV Position: Q2 2026 in Review

Triad Wealth Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.3% in Q2 2026, buying an estimated $15.9K and bringing the position to 11,957 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #246.

Triad Wealth Partners first reported a position in SPYV in Q2 2024 and has held it in 7 quarters since. The position peaked at $864K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Triad Wealth Partners held 11,957 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $746K as of Q2 2026.
Triad Wealth Partners bought 266 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $15.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #246 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $864K in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.