Foronjy Financial’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Foronjy Financial’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 Q3	$10.6M	Sell	173,774 -3,266	-2%	-$204K	3.73%	6
2026 Q2	$10.8M	Sell	177,040 -11,454	-6%	-$686K	3.95%	8
2026 Q1	$10.7M	Buy	188,494 +8,135	+5%	+$472K	4.43%	7
2025 Q4	$10.2M	Buy	180,359 +23,400	+15%	+$1.31M	4.28%	7
2025 Q3	$8.68M	Sell	156,959 -19,693	-11%	-$1.06M	3.8%	9
2025 Q2	$9.25M	Buy	+176,652	New	+$8.83M	4.33%	6

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Foronjy Financial's SPYV Position: Q3 2026 in Review

Foronjy Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q3 2026, selling an estimated $204K and leaving 173,774 shares worth $10.6M. The position accounts for 3.73% of the portfolio, ranked #6.

Foronjy Financial first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.8M in Q2 2026. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Foronjy Financial held 173,774 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10.6M as of Q3 2026.
Foronjy Financial sold 3,266 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $204K.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.73% of Foronjy Financial's portfolio in Q3 2026, its #6 holding.
Foronjy Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
Foronjy Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $10.8M in Q2 2026.
545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.