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

TrueWealth Financial 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
Q1 		– Sell
-8,508
Closed -$483K – 108
2025
Q4 		$483K Buy
+8,508
New +$478K 0.4% 39

Other funds holding SPYV

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LPL Financial
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TrueWealth Financial Partners's SPYV Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 8,508 shares — an estimated $483K sold.

TrueWealth Financial Partners first reported a position in SPYV in Q4 2025 and held it in 1 quarter. The position peaked at $483K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 8,508 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $483K.
  • TrueWealth Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $483K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.