FWM
SPYV icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.1M Sell
269,309
-207,237
-43% -$10.8M 3.02% 8
2025
Q1
$24.3M Buy
476,546
+268,060
+129% +$13.7M 5.91% 4
2024
Q4
$11M Buy
208,486
+178,603
+598% +$9.39M 2.87% 8
2024
Q3
$1.57M Buy
+29,883
New +$1.57M 0.57% 43