FF
SPYV icon

Fortitude Financial’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Fortitude Financial’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 		$236K Sell
3,876
-1,851
-32% -$111K 0.21% 26
2026
Q1 		$324K Sell
5,727
-839
-13% -$48.7K 0.17% 33
2025
Q4 		$373K Buy
+6,566
New +$369K 0.32% 30
2025
Q2 		– Sell
-9,110
Closed -$465K – 50
2025
Q1 		$465K Hold
9,110
– – 0.44% 25
2024
Q4 		$466K Buy
+9,110
New +$485K 0.26% 25

Other funds holding SPYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Fortitude Financial's SPYV Position: Q2 2026 in Review

Fortitude Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 32% in Q2 2026, selling an estimated $111K and leaving 3,876 shares worth $236K. The position accounts for 0.21% of the portfolio, ranked #26.

Fortitude Financial first reported a position in SPYV in Q4 2024 and has held it in 5 quarters since. The position peaked at $466K in Q4 2024. 220 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Fortitude Financial held 3,876 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $236K as of Q2 2026.
  • Fortitude Financial sold 1,851 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $111K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.21% of Fortitude Financial's portfolio in Q2 2026, its #26 holding.
  • Fortitude Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Fortitude Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $466K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.