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

TritonPoint 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	$4.19M	Sell	68,955 -3,619	-5%	-$217K	0.35%	72
2026 Q1	$4.11M	Buy	72,574 +1,416	+2%	+$82.1K	1.51%	13
2025 Q4	$4.04M	Buy	+71,158	New	+$4M	2.16%	8

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

TritonPoint Partners's SPYV Position: Q2 2026 in Review

TritonPoint Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5% in Q2 2026, selling an estimated $217K and leaving 68,955 shares worth $4.19M. The position accounts for 0.35% of the portfolio, ranked #72.

TritonPoint Partners first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

TritonPoint Partners held 68,955 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.19M as of Q2 2026.
TritonPoint Partners sold 3,619 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $217K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.35% of TritonPoint Partners's portfolio in Q2 2026, its #72 holding.
TritonPoint Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on TritonPoint Partners's 13F filing for Q2 2026, filed 13 Aug 2026.