Financial Gravity Companies’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
2025
Q2
$8.95M Buy
+170,978
New +$8.54M 1.76% 15
2024
Q4
$7.61M Buy
148,747
+8,136
+6% +$433K 1.74% 17
2024
Q3
$7.43M Buy
+140,611
New +$7.16M 1.99% 16
2018
Q4
$15K Buy
+523
New +$15.4K 0.01% 520
2018
Q1
$25K Buy
845
+519
+159% +$15.9K 0.03% 489
2017
Q4
$10K Buy
+326
New +$9.76K 0.01% 573

Other funds holding SPYV

Financial Gravity Companies's SPYV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025: 170,978 shares worth $8.95M. The stake represents 1.76% of the portfolio and ranks #15 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPYV as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPYV in Q4 2017 and has held it in 6 quarters since. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Financial Gravity Companies held 170,978 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $8.95M as of Q2 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.76% of Financial Gravity Companies's portfolio in Q2 2025, its #15 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 6 quarters since.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.