Foguth Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Foguth Wealth Management’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	$21.4M	Buy	348,042 +20,227	+6%	+$1.21M	2.44%	9
2026 Q1	$20M	Sell	327,815 -53,489	-14%	-$3.1M	2.33%	10
2025 Q4	$21.7M	Buy	+381,304	New	+$21.4M	3.37%	6
2025 Q2	$14.1M	Sell	269,309 -207,237	-43%	-$10.4M	3.02%	8
2025 Q1	$24.3M	Buy	476,546 +268,060	+129%	+$13.9M	5.91%	4
2024 Q4	$11M	Buy	208,486 +178,603	+598%	+$9.5M	2.87%	8
2024 Q3	$1.57M	Buy	+29,883	New	+$1.52M	0.57%	43

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

Foguth Wealth Management's SPYV Position: Q2 2026 in Review

Foguth Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.2% in Q2 2026, buying an estimated $1.21M and bringing the position to 348,042 shares worth $21.4M. The position accounts for 2.44% of the portfolio, ranked #9.

Foguth Wealth Management first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.3M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Foguth Wealth Management held 348,042 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $21.4M as of Q2 2026.
Foguth Wealth Management bought 20,227 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.21M.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.44% of Foguth Wealth Management's portfolio in Q2 2026, its #9 holding.
Foguth Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
Foguth Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $24.3M in Q1 2025.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.