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
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: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 25% in Q1 2026, selling an estimated $123K and leaving 6,226 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #127.

Twin Peaks Wealth Advisors first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. The position peaked at $495K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 6,226 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $352K as of Q1 2026.
  • Twin Peaks Wealth Advisors sold 2,116 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $123K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #127 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 4 quarters since.
  • Twin Peaks Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $495K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.