FIM
SPYV icon

FWL Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

FWL Investment 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
2026
Q1 		$41.6K Hold
735
– – 0.01% 178
2025
Q4 		$41.8K Hold
735
– – 0.01% 172
2025
Q3 		$40.7K Hold
735
– – 0.01% 160
2025
Q2 		$38.5K Hold
735
– – 0.01% 163
2025
Q1 		$37.5K Hold
735
– – 0.01% 151
2024
Q4 		$37.6K Hold
735
– – 0.01% 161
2024
Q3 		$38.9K Sell
735
-505
-41% -$25.7K 0.01% 138
2024
Q2 		$60.4K Buy
+1,240
New +$60.6K 0.03% 94

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

FWL Investment Management's SPYV Position: Q1 2026 in Review

FWL Investment Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 735 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #178.

FWL Investment Management first reported a position in SPYV in Q2 2024 and has held it in 8 quarters since. The position peaked at $60.4K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • FWL Investment Management held 735 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $41.6K as of Q1 2026.
  • FWL Investment Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of FWL Investment Management's portfolio in Q1 2026, its #178 holding.
  • FWL Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • FWL Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $60.4K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.