Fortis Capital Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Fortis Capital Advisors’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	$5.86M	Buy	96,454 +8,863	+10%	+$530K	0.66%	28
2026 Q1	$4.96M	Sell	87,591 -10,798	-11%	-$626K	0.65%	32
2025 Q4	$5.59M	Buy	98,389 +57	+0.1%	+$3.2K	0.83%	23
2025 Q3	$5.44M	Buy	98,332 +3,014	+3%	+$162K	0.86%	24
2025 Q2	$4.99M	Buy	95,318 +40,219	+73%	+$2.01M	0.89%	21
2025 Q1	$2.81M	Buy	+55,099	New	+$2.86M	0.57%	27

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

Fortis Capital Advisors's SPYV Position: Q2 2026 in Review

Fortis Capital Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 10% in Q2 2026, buying an estimated $530K and bringing the position to 96,454 shares worth $5.86M. The position accounts for 0.66% of the portfolio, ranked #28.

Fortis Capital Advisors first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Fortis Capital Advisors held 96,454 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.86M as of Q2 2026.
Fortis Capital Advisors bought 8,863 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $530K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.66% of Fortis Capital Advisors's portfolio in Q2 2026, its #28 holding.
Fortis Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 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 Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.