Foster Dykema Cabot & Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Foster Dykema Cabot & Partners’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	$34.6K	Hold	569	–	–	﹤0.01%	203
2026 Q1	$32.2K	Hold	569	–	–	﹤0.01%	203
2025 Q4	$32.3K	Hold	569	–	–	﹤0.01%	217
2025 Q3	$31.5K	Hold	569	–	–	﹤0.01%	257
2025 Q2	$29.8K	Hold	569	–	–	﹤0.01%	229
2025 Q1	$29.1K	Hold	569	–	–	﹤0.01%	222
2024 Q4	$29.1K	Hold	569	–	–	﹤0.01%	238
2024 Q3	$30.1K	Hold	569	–	–	﹤0.01%	272
2024 Q2	$27.7K	Hold	569	–	–	﹤0.01%	207
2024 Q1	$28.5K	Hold	569	–	–	﹤0.01%	208
2023 Q4	$26.5K	Buy	+569	New	+$24.5K	﹤0.01%	181

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

Foster Dykema Cabot & Partners's SPYV Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 569 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Foster Dykema Cabot & Partners first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Foster Dykema Cabot & Partners held 569 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $34.6K as of Q2 2026.
Foster Dykema Cabot & Partners 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 ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #203 holding.
Foster Dykema Cabot & Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.