Forza Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Forza 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 Q2	$253K	Hold	4,165	–	–	0.08%	176
2026 Q1	$236K	Hold	4,165	–	–	0.08%	178
2025 Q4	$237K	Hold	4,165	–	–	0.09%	173
2025 Q3	$230K	Hold	4,165	–	–	0.09%	178
2025 Q2	$218K	Hold	4,165	–	–	0.09%	182
2025 Q1	$213K	Hold	4,165	–	–	0.1%	171
2024 Q4	$213K	Hold	4,165	–	–	0.1%	176
2024 Q3	$220K	Hold	4,165	–	–	0.1%	171
2024 Q2	$203K	Hold	4,165	–	–	0.1%	166
2024 Q1	$209K	Buy	+4,165	New	+$199K	0.11%	163

Other funds holding SPYV

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Forza Wealth Management's SPYV Position: Q2 2026 in Review

Forza Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 4,165 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #176.

Forza Wealth Management first reported a position in SPYV in Q1 2024 and has held it in 10 quarters since. 281 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Forza Wealth Management held 4,165 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $253K as of Q2 2026.
Forza Wealth Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Forza Wealth Management's portfolio in Q2 2026, its #176 holding.
Forza Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.