FWM
SPYV icon

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ForthRight Wealth Management's SPYV Position: Q1 2026 in Review

ForthRight Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.8% in Q1 2026, buying an estimated $63.8K and bringing the position to 15,291 shares worth $865K. The position accounts for 0.25% of the portfolio, ranked #37.

ForthRight Wealth Management first reported a position in SPYV in Q1 2022 and has held it in 17 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • ForthRight Wealth Management held 15,291 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $865K as of Q1 2026.
  • ForthRight Wealth Management bought 1,100 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $63.8K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.25% of ForthRight Wealth Management's portfolio in Q1 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 17 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.