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

Fortis Group 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 		$493K Buy
8,114
+462
+6% +$27.6K 0.08% 187
2026
Q1 		$458K Sell
7,652
-3,700
-33% -$215K 0.08% 191
2025
Q4 		$660K Sell
11,352
-16
-0.1% -$899 0.11% 189
2025
Q3 		$636K Sell
11,368
-36
-0.3% -$1.94K 0.11% 145
2025
Q2 		$602K Buy
11,404
+892
+8% +$44.6K 0.11% 148
2025
Q1 		$537K Buy
10,512
+578
+6% +$30K 0.1% 136
2024
Q4 		$508K Buy
9,934
+637
+7% +$33.9K 0.09% 130
2024
Q3 		$491K Sell
9,297
-2,569
-22% -$131K 0.09% 125
2024
Q2 		$578K Buy
11,866
+659
+6% +$32.2K 0.11% 111
2024
Q1 		$561K Buy
11,207
+688
+7% +$32.8K 0.1% 123
2023
Q4 		$428K Hold
10,519
– – 0.11% 82
2023
Q3 		$428K Sell
10,519
-16
-0.2% -$693 0.13% 75
2023
Q2 		$455K Buy
10,535
+28
+0.3% +$1.16K 0.12% 89
2023
Q1 		$435K Buy
+10,507
New +$426K 0.13% 77

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fortis Group Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6% in Q2 2026, buying an estimated $27.6K and bringing the position to 8,114 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #187.

Fortis Group Advisors first reported a position in SPYV in Q1 2023 and has held it in 14 quarters since. The position peaked at $660K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Fortis Group Advisors held 8,114 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $493K as of Q2 2026.
  • Fortis Group Advisors bought 462 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $27.6K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Fortis Group Advisors's portfolio in Q2 2026, its #187 holding.
  • Fortis Group Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Fortis Group Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $660K in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.