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 Q2	$44.7K	Hold	735	–	–	0.01%	208
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 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

FWL Investment Management's SPYV Position: Q2 2026 in Review

FWL Investment Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 735 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #208.

FWL Investment Management first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $60.4K in Q2 2024. 1,219 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

FWL Investment Management held 735 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $44.7K as of Q2 2026.
FWL Investment Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #208 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 9 quarters since.
FWL Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $60.4K in Q2 2024.
1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.