FFA
SPYV icon

Founders Financial Alliance’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Founders Financial Alliance’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 		$1.3M Sell
21,399
-26,446
-55% -$1.58M 0.17% 119
2026
Q1 		$2.71M Buy
47,845
+4,396
+10% +$255K 0.49% 44
2025
Q4 		$2.47M Buy
43,449
+1,842
+4% +$103K 0.47% 47
2025
Q3 		$2.3M Buy
41,607
+6,109
+17% +$329K 0.43% 51
2025
Q2 		$1.86M Buy
35,498
+4,829
+16% +$241K 0.42% 55
2025
Q1 		$1.57M Buy
30,669
+1,550
+5% +$80.4K 0.38% 60
2024
Q4 		$1.49M Buy
29,119
+2,119
+8% +$113K 0.41% 53
2024
Q3 		$1.43M Buy
27,000
+1,232
+5% +$62.7K 0.4% 57
2024
Q2 		$1.26M Sell
25,768
-4,934
-16% -$241K 0.37% 61
2024
Q1 		$1.54M Buy
30,702
+17,149
+127% +$818K 0.46% 46
2023
Q4 		$632K Buy
13,553
+910
+7% +$39.2K 0.25% 89
2023
Q3 		$522K Buy
12,643
+849
+7% +$36.8K 0.23% 96
2023
Q2 		$510K Buy
11,794
+6,245
+113% +$258K 0.2% 105
2023
Q1 		$226K Buy
5,549
+149
+3% +$6.04K 0.11% 187
2022
Q4 		$210K Buy
5,400
+227
+4% +$8.7K 0.1% 211
2022
Q3 		$178K Buy
5,173
+5,014
+3,153% +$190K 0.09% 214
2022
Q2 		$6K Buy
+159
New +$6.3K ﹤0.01% 455

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Founders Financial Alliance's SPYV Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 55% in Q2 2026, selling an estimated $1.58M and leaving 21,399 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #119.

Founders Financial Alliance first reported a position in SPYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.71M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Founders Financial Alliance held 21,399 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.3M as of Q2 2026.
  • Founders Financial Alliance sold 26,446 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.58M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.17% of Founders Financial Alliance's portfolio in Q2 2026, its #119 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Founders Financial Alliance's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.71M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.