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

WhitTier Trust Company’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	$10.2K	Hold	179	–	–	﹤0.01%	1039
2025 Q4	$10.4K	Sell	179 -77	-30%	-$4.33K	﹤0.01%	1014
2025 Q3	$14.3K	Sell	256 -45	-15%	-$2.42K	﹤0.01%	964
2025 Q2	$15.8K	Hold	301	–	–	﹤0.01%	1053
2025 Q1	$15.4K	Hold	301	–	–	﹤0.01%	1034
2024 Q4	$15.4K	Hold	301	–	–	﹤0.01%	992
2024 Q3	$15.9K	Sell	301 -458	-60%	-$23.3K	﹤0.01%	976
2024 Q2	$37K	Hold	759	–	–	﹤0.01%	772
2024 Q1	$38K	Hold	759	–	–	﹤0.01%	733
2023 Q4	$35.4K	Hold	759	–	–	﹤0.01%	727
2023 Q3	$31.3K	Hold	759	–	–	﹤0.01%	724
2023 Q2	$32.8K	Hold	759	–	–	﹤0.01%	762
2023 Q1	$30.9K	Hold	759	–	–	﹤0.01%	765
2022 Q4	$29.5K	Buy	759 +380	+100%	+$14.6K	﹤0.01%	768
2022 Q3	$13K	Hold	379	–	–	﹤0.01%	885
2022 Q2	$14K	Hold	379	–	–	﹤0.01%	878
2022 Q1	$16K	Buy	+379	New	+$15.6K	﹤0.01%	849

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WhitTier Trust Company's SPYV Position: Q1 2026 in Review

WhitTier Trust Company held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 179 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

WhitTier Trust Company first reported a position in SPYV in Q1 2022 and has held it in 17 quarters since. The position peaked at $38K in Q1 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

WhitTier Trust Company held 179 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10.2K as of Q1 2026.
WhitTier Trust Company left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1039 holding.
WhitTier Trust Company first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
WhitTier Trust Company's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $38K in Q1 2024.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.