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 Q3	$236K	Sell	3,868 -8	-0.2%	-$500	0.11%	41
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Fortitude Financial's SPYV Position: Q3 2026 in Review

Fortitude Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.21% in Q3 2026, selling an estimated $500 and leaving 3,868 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #41.

Fortitude Financial first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $466K in Q4 2024. 394 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Fortitude Financial held 3,868 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $236K as of Q3 2026.
Fortitude Financial sold 8 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $500.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Fortitude Financial's portfolio in Q3 2026, its #41 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 6 quarters since.
Fortitude Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $466K in Q4 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Fortitude Financial's 13F filing for Q3 2026, filed 19 Oct 2026.