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

ForthRight 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	$930K	Buy	15,293 +2	+0%	+$120	0.24%	37
2026 Q1	$865K	Buy	15,291 +1,100	+8%	+$63.8K	0.25%	37
2025 Q4	$806K	Buy	14,191 +3	+0%	+$169	0.23%	36
2025 Q3	$785K	Sell	14,188 -21	-0.1%	-$1.13K	0.23%	39
2025 Q2	$744K	Buy	14,209 +1,235	+10%	+$61.7K	0.23%	38
2025 Q1	$663K	Buy	12,974 +2	+0%	+$104	0.22%	38
2024 Q4	$663K	Buy	12,972 +3	+0%	+$160	0.22%	39
2024 Q3	$686K	Sell	12,969 -96	-0.7%	-$4.89K	0.23%	38
2024 Q2	$637K	Sell	13,065 -508	-4%	-$24.8K	0.23%	39
2024 Q1	$680K	Buy	13,573 +3	+0%	+$143	0.24%	38
2023 Q4	$633K	Buy	13,570 +1,131	+9%	+$48.8K	0.25%	36
2023 Q3	$513K	Buy	12,439 +2	+0%	+$87	0.22%	38
2023 Q2	$537K	Buy	12,437 +89	+0.7%	+$3.67K	0.22%	36
2023 Q1	$503K	Buy	12,348 +3	+0%	+$122	0.23%	33
2022 Q4	$480K	Buy	12,345 +1,202	+11%	+$46K	0.25%	30
2022 Q3	$384K	Sell	11,143 -775	-7%	-$29.4K	0.23%	32
2022 Q2	$439K	Buy	11,918 +7,133	+149%	+$282K	0.24%	30
2022 Q1	$200K	Buy	+4,785	New	+$197K	0.1%	45

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

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

ForthRight Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.01% in Q2 2026, buying an estimated $120 and bringing the position to 15,293 shares worth $930K. The position accounts for 0.24% of the portfolio, ranked #37.

ForthRight Wealth Management first reported a position in SPYV in Q1 2022 and has held it in 18 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

ForthRight Wealth Management held 15,293 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $930K as of Q2 2026.
ForthRight Wealth Management bought 2 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $120.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.24% of ForthRight Wealth Management's portfolio in Q2 2026, its #37 holding.
ForthRight Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.