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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.24M	Sell	42,850 -912	-2%	-$47.7K	0.97%	35
2025 Q1	$2.23M	Buy	43,762 +1,680	+4%	+$85.8K	1.06%	31
2024 Q4	$2.15M	Buy	+42,082	New	+$2.15M	1.04%	34