Future Financial Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-1,627	Closed	-$90K	–	397
2025 Q3	$90K	Hold	1,627	–	–	0.06%	183
2025 Q2	$85.2K	Hold	1,627	–	–	0.06%	178
2025 Q1	$83.1K	Hold	1,627	–	–	0.06%	175
2024 Q4	$83.2K	Hold	1,627	–	–	0.06%	176
2024 Q3	$86K	Buy	+1,627	New	+$82.8K	0.06%	188
2024 Q2	–	Sell	-1,627	Closed	-$81.5K	–	422
2024 Q1	$81.5K	Buy	+1,627	New	+$77.6K	0.06%	198
2022 Q2	–	Sell	-1,300	Closed	-$54K	–	431
2022 Q1	$54K	Hold	1,300	–	–	0.04%	257
2021 Q4	$55K	Buy	+1,300	New	+$53.1K	0.04%	262

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Future Financial Wealth Management's SPYV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 1,627 shares — an estimated $90K sold.

Future Financial Wealth Management first reported a position in SPYV in Q4 2021 and held it in 8 quarters. The position peaked at $90K in Q3 2025. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,627 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $90K.
Future Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $90K in Q3 2025.
1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.