Trust Company of Vermont’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Trust Company of Vermont’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	$116K	Buy	2,042 +130	+7%	+$7.3K	﹤0.01%	433
2025 Q3	$106K	Hold	1,912	–	–	﹤0.01%	436
2025 Q2	$100K	Hold	1,912	–	–	﹤0.01%	437
2025 Q1	$97.6K	Sell	1,912 -136	-7%	-$7.05K	﹤0.01%	419
2024 Q4	$105K	Hold	2,048	–	–	0.01%	414
2024 Q3	$108K	Hold	2,048	–	–	0.01%	398
2024 Q2	$99.8K	Hold	2,048	–	–	0.01%	395
2024 Q1	$103K	Hold	2,048	–	–	0.01%	384
2023 Q4	$95.5K	Hold	2,048	–	–	0.01%	357
2023 Q3	$84.5K	Hold	2,048	–	–	0.01%	386
2023 Q2	$88.5K	Hold	2,048	–	–	0.01%	408
2023 Q1	$83.4K	Buy	+2,048	New	+$83K	0.01%	418
2021 Q2	–	Sell	-60	Closed	-$2K	–	796
2021 Q1	$2K	Buy	+60	New	+$2.17K	﹤0.01%	723

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

Trust Company of Vermont's SPYV Position: Q4 2025 in Review

Trust Company of Vermont increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.8% in Q4 2025, buying an estimated $7.3K and bringing the position to 2,042 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Trust Company of Vermont first reported a position in SPYV in Q1 2021 and has held it in 13 quarters since. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Trust Company of Vermont held 2,042 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $116K as of Q4 2025.
Trust Company of Vermont bought 130 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $7.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #433 holding.
Trust Company of Vermont first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 13 quarters since.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.