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
2026 Q2	$124K	Buy	+2,042	New	+$122K	﹤0.01%	448
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 $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

Trust Company of Vermont's SPYV Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 2,042 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SPYV as recently as Q4 2025.

Trust Company of Vermont first reported a position in SPYV in Q1 2021 and has held it in 14 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Trust Company of Vermont held 2,042 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $124K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Trust Company of Vermont position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #448 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 14 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.