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

Truepoint Inc’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	–	Sell	-6,940	Closed	-$393K	–	164
2026 Q1	$393K	Sell	6,940 -329	-5%	-$19.1K	0.01%	119
2025 Q4	$413K	Sell	7,269 -2	-0%	-$112	0.01%	116
2025 Q3	$402K	Hold	7,271	–	–	0.01%	109
2025 Q2	$381K	Buy	7,271 +241	+3%	+$12K	0.01%	108
2025 Q1	$359K	Sell	7,030 -728	-9%	-$37.8K	0.01%	105
2024 Q4	$397K	Sell	7,758 -327	-4%	-$17.4K	0.01%	99
2024 Q3	$427K	Sell	8,085 -309	-4%	-$15.7K	0.01%	99
2024 Q2	$409K	Sell	8,394 -1,974	-19%	-$96.5K	0.01%	92
2024 Q1	$519K	Buy	+10,368	New	+$494K	0.01%	84

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

Truepoint Inc's SPYV Position: Q2 2026 in Review

Truepoint Inc sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026, closing a stake of 6,940 shares — an estimated $393K sold.

Truepoint Inc first reported a position in SPYV in Q1 2024 and held it in 9 quarters. The position peaked at $519K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Truepoint Inc reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Truepoint Inc sold 6,940 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $393K.
Truepoint Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and held it in 9 quarters.
Truepoint Inc's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $519K in Q1 2024.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.