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SPYV icon

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

Founders Financial Securities’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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Founders Financial Securities's SPYV Position: Q1 2026 in Review

Founders Financial Securities increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.1% in Q1 2026, buying an estimated $4.1M and bringing the position to 1,450,889 shares worth $84.4M. The position accounts for 4.76% of the portfolio, ranked #2.

Founders Financial Securities first reported a position in SPYV in Q1 2018 and has held it in 32 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Founders Financial Securities held 1,450,889 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $84.4M as of Q1 2026.
  • Founders Financial Securities bought 70,613 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $4.1M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 4.76% of Founders Financial Securities's portfolio in Q1 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 32 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.