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 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 $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

Tribridge Partners Financial's SPYV Position: Q1 2026 in Review

Tribridge Partners Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 21% in Q1 2026, buying an estimated $102K and bringing the position to 10,275 shares worth $583K. The position accounts for 0.24% of the portfolio, ranked #28.

Tribridge Partners Financial first reported a position in SPYV in Q3 2025 and has held it in 3 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Tribridge Partners Financial held 10,275 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $583K as of Q1 2026.
Tribridge Partners Financial bought 1,756 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $102K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.24% of Tribridge Partners Financial's portfolio in Q1 2026, its #28 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 3 quarters since.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.