Foundation Wealth Management (Pennsylvania)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$2.57M	Sell	42,204 -164	-0.4%	-$9.81K	0.77%	27
2026 Q1	$2.4M	Sell	42,368 -103	-0.2%	-$5.97K	0.85%	27
2025 Q4	$2.41M	Sell	42,471 -379	-0.9%	-$21.3K	0.88%	29
2025 Q3	$2.37M	Hold	42,850	–	–	0.92%	33
2025 Q2	$2.24M	Sell	42,850 -912	-2%	-$45.6K	0.97%	35
2025 Q1	$2.23M	Buy	43,762 +1,680	+4%	+$87.1K	1.06%	31
2024 Q4	$2.15M	Buy	+42,082	New	+$2.24M	1.04%	34

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s SPYV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.39% in Q2 2026, selling an estimated $9.81K and leaving 42,204 shares worth $2.57M. The position accounts for 0.77% of the portfolio, ranked #27.

Foundation Wealth Management (Pennsylvania) first reported a position in SPYV in Q4 2024 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 42,204 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.57M as of Q2 2026.
Foundation Wealth Management (Pennsylvania) sold 164 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $9.81K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.77% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #27 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
681 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.