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 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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Foster Dykema Cabot & Partners's SPYV Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 569 shares worth $32.2K. 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 10 quarters since. The position peaked at $32.3K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Foster Dykema Cabot & Partners held 569 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $32.2K as of Q1 2026.
Foster Dykema Cabot & Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 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 10 quarters since.
Foster Dykema Cabot & Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $32.3K in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.