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

Tribridge Partners 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	$626K	Sell	10,055 -220	-2%	-$13.2K	0.25%	30
2026 Q1	$583K	Buy	10,275 +1,756	+21%	+$102K	0.24%	28
2025 Q4	$484K	Buy	8,519 +4,126	+94%	+$232K	0.2%	33
2025 Q3	$244K	Buy	+4,393	New	+$237K	0.11%	57

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

Tribridge Partners Financial's SPYV Position: Q2 2026 in Review

Tribridge Partners Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.1% in Q2 2026, selling an estimated $13.2K and leaving 10,055 shares worth $626K. The position accounts for 0.25% of the portfolio, ranked #30.

Tribridge Partners Financial first reported a position in SPYV in Q3 2025 and has held it in 4 quarters since. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Tribridge Partners Financial held 10,055 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $626K as of Q2 2026.
Tribridge Partners Financial sold 220 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $13.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.25% of Tribridge Partners Financial's portfolio in Q2 2026, its #30 holding.
Tribridge Partners Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.