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

TrueWealth Advisors’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 Q3	$13.9M	Buy	227,095 +9,194	+4%	+$575K	3.12%	6
2026 Q2	$13.2M	Buy	217,901 +13,229	+6%	+$792K	2.99%	8
2026 Q1	$11.6M	Buy	204,672 +100,437	+96%	+$5.83M	2.91%	7
2025 Q4	$5.92M	Buy	+104,235	New	+$5.86M	1.53%	13

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

TrueWealth Advisors's SPYV Position: Q3 2026 in Review

TrueWealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.2% in Q3 2026, buying an estimated $575K and bringing the position to 227,095 shares worth $13.9M. The position accounts for 3.12% of the portfolio, ranked #6.

TrueWealth Advisors first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

TrueWealth Advisors held 227,095 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.9M as of Q3 2026.
TrueWealth Advisors bought 9,194 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $575K.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.12% of TrueWealth Advisors's portfolio in Q3 2026, its #6 holding.
TrueWealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.