Foundations Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Foundations Investment Advisors’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	$6.98M	Buy	114,870 +2,855	+3%	+$171K	0.07%	208
2026 Q1	$6.34M	Buy	112,015 +2,902	+3%	+$168K	0.08%	196
2025 Q4	$6.2M	Buy	109,113 +1,411	+1%	+$79.3K	0.08%	189
2025 Q3	$5.96M	Buy	107,702 +14,803	+16%	+$797K	0.09%	179
2025 Q2	$4.86M	Buy	92,899 +7,628	+9%	+$381K	0.08%	207
2025 Q1	$4.35M	Sell	85,271 -35,098	-29%	-$1.82M	0.08%	212
2024 Q4	$6.16M	Buy	120,369 +6,554	+6%	+$349K	0.12%	157
2024 Q3	$6.02M	Buy	113,815 +81,938	+257%	+$4.17M	0.13%	147
2024 Q2	$1.55M	Buy	31,877 +7,013	+28%	+$343K	0.04%	268
2024 Q1	$1.25M	Buy	24,864 +2,441	+11%	+$116K	0.03%	286
2023 Q4	$1.06M	Sell	22,423 -6,076	-21%	-$262K	0.03%	302
2023 Q3	$1.18M	Sell	28,499 -506	-2%	-$21.9K	0.04%	269
2023 Q2	$1.25M	Sell	29,005 -41,080	-59%	-$1.7M	0.04%	239
2023 Q1	$2.85M	Buy	+70,085	New	+$2.84M	0.1%	128
2021 Q3	–	Sell	-7,282	Closed	-$290K	–	335
2021 Q2	$290K	Buy	+7,282	New	+$288K	0.01%	241
2018 Q3	–	Sell	-10,492	Closed	-$311K	–	111
2018 Q2	$311K	Buy	+10,492	New	+$312K	0.08%	71

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

Foundations Investment Advisors's SPYV Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.5% in Q2 2026, buying an estimated $171K and bringing the position to 114,870 shares worth $6.98M. The position accounts for 0.07% of the portfolio, ranked #208.

Foundations Investment Advisors first reported a position in SPYV in Q2 2018 and has held it in 16 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Foundations Investment Advisors held 114,870 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.98M as of Q2 2026.
Foundations Investment Advisors bought 2,855 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $171K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #208 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2018 and has held it in 16 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.