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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$297K Sell
4,887
-1,339
-22% -$80.1K 0.07% 171
2026
Q1
$352K Sell
6,226
-2,116
-25% -$123K 0.09% 127
2025
Q4
$495K Buy
8,342
+2,198
+36% +$123K 0.14% 108
2025
Q3
$340K Sell
6,144
-741
-11% -$39.9K 0.12% 122
2025
Q2
$370K Buy
+6,885
New +$344K 0.12% 111

Other funds holding SPYV

Twin Peaks Wealth Advisors's SPYV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 22% in Q2 2026, selling an estimated $80.1K and leaving 4,887 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #171.

Twin Peaks Wealth Advisors first reported a position in SPYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $495K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Twin Peaks Wealth Advisors held 4,887 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $297K as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 1,339 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $80.1K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Twin Peaks Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Twin Peaks Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $495K in Q4 2025.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.