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

Trueblood Wealth Management’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	$533K	Buy	8,762 +13	+0.1%	+$778	0.19%	153
2026 Q1	$495K	Buy	8,749 +25	+0.3%	+$1.45K	0.19%	151
2025 Q4	$496K	Buy	8,724 +38	+0.4%	+$2.13K	0.19%	153
2025 Q3	$481K	Buy	8,686 +28	+0.3%	+$1.51K	0.19%	154
2025 Q2	$453K	Sell	8,658 -58	-0.7%	-$2.9K	0.19%	154
2025 Q1	$445K	Sell	8,716 -36	-0.4%	-$1.87K	0.21%	139
2024 Q4	$448K	Hold	8,752	–	–	0.22%	141
2024 Q3	$463K	Sell	8,752 -60	-0.7%	-$3.05K	0.23%	132
2024 Q2	$429K	Sell	8,812 -73	-0.8%	-$3.57K	0.24%	121
2024 Q1	$445K	Buy	8,885 +217	+3%	+$10.3K	0.25%	112
2023 Q4	$404K	Buy	+8,668	New	+$374K	0.25%	119

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

Trueblood Wealth Management's SPYV Position: Q2 2026 in Review

Trueblood Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.15% in Q2 2026, buying an estimated $778 and bringing the position to 8,762 shares worth $533K. The position accounts for 0.19% of the portfolio, ranked #153.

Trueblood Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Trueblood Wealth Management held 8,762 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $533K as of Q2 2026.
Trueblood Wealth Management bought 13 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $778.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.19% of Trueblood Wealth Management's portfolio in Q2 2026, its #153 holding.
Trueblood Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.