Francis Financial’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
Francis Financial's SPYV Position: Q2 2026 in Review
Francis Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 11% in Q2 2026, buying an estimated $1.87M and bringing the position to 308,267 shares worth $18.7M. The position accounts for 3.07% of the portfolio, ranked #10.
Francis Financial first reported a position in SPYV in Q4 2025 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- Francis Financial held 308,267 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $18.7M as of Q2 2026.
- Francis Financial bought 31,235 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $1.87M.
- State Street SPDR Portfolio S&P 500 Value ETF made up 3.07% of Francis Financial's portfolio in Q2 2026, its #10 holding.
- Francis Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.