Founders Financial Securities’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $92.8M | Buy |
1,525,773
+74,884
| +5% | +$4.48M | 4.75% | 2 |
|
|
2026
Q1 | $84.4M | Buy |
1,450,889
+70,613
| +5% | +$4.1M | 4.76% | 2 |
|
|
2025
Q4 | $78.4M | Buy |
1,380,276
+75,234
| +6% | +$4.23M | 4.62% | 2 |
|
|
2025
Q3 | $72.2M | Buy |
1,305,042
+319,103
| +32% | +$17.2M | 4.91% | 2 |
|
|
2025
Q2 | $51.6M | Buy |
985,939
+89,037
| +10% | +$4.45M | 3.92% | 2 |
|
|
2025
Q1 | $43.9M | Sell |
896,902
-38,056
| -4% | -$1.97M | 3.72% | 2 |
|
|
2024
Q4 | $47.8M | Buy |
934,958
+289,361
| +45% | +$15.4M | 4.31% | 2 |
|
|
2024
Q3 | $34.1M | Sell |
645,597
-21,174
| -3% | -$1.08M | 3.15% | 3 |
|
|
2024
Q2 | $32.5M | Sell |
666,771
-31,312
| -4% | -$1.53M | 3.07% | 3 |
|
|
2024
Q1 | $35M | Sell |
698,083
-190,853
| -21% | -$9.1M | 3.67% | 2 |
|
|
2023
Q4 | $41.5M | Buy |
888,936
+93,107
| +12% | +$4.02M | 4.6% | 2 |
|
|
2023
Q3 | $32.8M | Buy |
795,829
+37,759
| +5% | +$1.64M | 4.25% | 2 |
|
|
2023
Q2 | $32.7M | Sell |
758,070
-73,751
| -9% | -$3.05M | 4.33% | 2 |
|
|
2023
Q1 | $33.9M | Buy |
831,821
+214,107
| +35% | +$8.68M | 4.89% | 2 |
|
|
2022
Q4 | $24M | Buy |
617,714
+8,519
| +1% | +$326K | 3.78% | 3 |
|
|
2022
Q3 | $21M | Sell |
609,195
-145,362
| -19% | -$5.51M | 3.72% | 2 |
|
|
2022
Q2 | $27.8M | Sell |
754,557
-176,825
| -19% | -$7M | 5.43% | 2 |
|
|
2022
Q1 | $38.9M | Buy |
931,382
+7,343
| +0.8% | +$303K | 6.89% | 1 |
|
|
2021
Q4 | $38.8M | Buy |
924,039
+26,502
| +3% | +$1.08M | 6.98% | 2 |
|
|
2021
Q3 | $35M | Buy |
897,537
+2,395
| +0.3% | +$95.6K | 7.05% | 2 |
|
|
2021
Q2 | $35.4M | Buy |
895,142
+67,804
| +8% | +$2.68M | 7.03% | 1 |
|
|
2021
Q1 | $31.4M | Buy |
827,338
+47,185
| +6% | +$1.71M | 7.23% | 1 |
|
|
2020
Q4 | $26.8M | Buy |
780,153
+22,376
| +3% | +$727K | 6.43% | 2 |
|
|
2020
Q3 | $22.9M | Sell |
757,777
-15,999
| -2% | -$486K | 7.29% | 2 |
|
|
2020
Q2 | $22.4M | Buy |
773,776
+585,228
| +310% | +$16.7M | 7.26% | 2 |
|
|
2020
Q1 | $4.87M | Sell |
188,548
-100,179
| -35% | -$3.2M | 1.81% | 6 |
|
|
2019
Q4 | $10.1M | Buy |
288,727
+64,667
| +29% | +$2.16M | 3.41% | 8 |
|
|
2019
Q3 | $7.16M | Sell |
224,060
-11,406
| -5% | -$359K | 2.28% | 15 |
|
|
2019
Q2 | $7.37M | Sell |
235,466
-26,563
| -10% | -$817K | 2.42% | 15 |
|
|
2019
Q1 | $7.93M | Sell |
262,029
-143,143
| -35% | -$4.22M | 2.51% | 14 |
|
|
2018
Q4 | $11M | Buy |
+405,172
| New | +$11.9M | 3.99% | 3 |
|
|
2018
Q3 | – | Sell |
-168,329
| Closed | -$4.99M | – | 104 |
|
|
2018
Q2 | $4.99M | Sell |
168,329
-134,912
| -44% | -$4.02M | 1.54% | 18 |
|
|
2018
Q1 | $8.91M | Buy |
+303,241
| New | +$9.31M | 2.88% | 13 |
|
Other funds holding SPYV
AF
VA
Founders Financial Securities's SPYV Position: Q2 2026 in Review
Founders Financial Securities increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.2% in Q2 2026, buying an estimated $4.48M and bringing the position to 1,525,773 shares worth $92.8M. The position accounts for 4.75% of the portfolio, ranked #2.
Founders Financial Securities first reported a position in SPYV in Q1 2018 and has held it in 33 quarters since. 1,214 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- Founders Financial Securities held 1,525,773 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $92.8M as of Q2 2026.
- Founders Financial Securities bought 74,884 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $4.48M.
- State Street SPDR Portfolio S&P 500 Value ETF made up 4.75% of Founders Financial Securities's portfolio in Q2 2026, its #2 holding.
- Founders Financial Securities first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 33 quarters since.
- 1,214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.