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

TritonPoint Wealth’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
2025 Q4	–	Sell	-91,201	Closed	-$5.05M	–	342
2025 Q3	$5.05M	Sell	91,201 -1,994	-2%	-$107K	0.43%	59
2025 Q2	$4.88M	Buy	93,195 +231	+0.2%	+$11.5K	0.45%	59
2025 Q1	$4.75M	Buy	92,964 +18,930	+26%	+$982K	0.45%	59
2024 Q4	$3.79M	Sell	74,034 -814	-1%	-$43.3K	0.34%	78
2024 Q3	$3.94M	Sell	74,848 -8,110	-10%	-$413K	0.36%	77
2024 Q2	$4.04M	Buy	+82,958	New	+$4.05M	0.39%	69

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TritonPoint Wealth's SPYV Position: Q4 2025 in Review

TritonPoint Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 91,201 shares — an estimated $5.05M sold.

TritonPoint Wealth first reported a position in SPYV in Q2 2024 and held it in 6 quarters. The position peaked at $5.05M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

TritonPoint Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 91,201 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $5.05M.
TritonPoint Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and held it in 6 quarters.
TritonPoint Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.05M in Q3 2025.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.