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Forthright Family Wealth Advisory’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Forthright Family Wealth Advisory’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
2025
Q4 		– Sell
-17,143
Closed -$949K – 57
2025
Q3 		$949K Buy
+17,143
New +$923K 0.58% 28

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forthright Family Wealth Advisory's SPYV Position: Q4 2025 in Review

Forthright Family Wealth Advisory sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 17,143 shares — an estimated $949K sold.

Forthright Family Wealth Advisory first reported a position in SPYV in Q3 2025 and held it in 1 quarter. The position peaked at $949K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Forthright Family Wealth Advisory reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 17,143 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $949K.
  • Forthright Family Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and held it in 1 quarter.
  • Forthright Family Wealth Advisory's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $949K in Q3 2025.
  • 1,161 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q4 2025, filed 23 Feb 2026.