Gallagher Fiduciary Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Gallagher Fiduciary Advisors’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	$420K	Sell	6,907 -1,669	-19%	-$99.9K	0.01%	232
2026 Q1	$485K	Sell	8,576 -1,919	-18%	-$111K	0.02%	169
2025 Q4	$596K	Buy	10,495 +3,161	+43%	+$178K	0.02%	155
2025 Q3	$406K	Buy	7,334 +828	+13%	+$44.6K	0.01%	207
2025 Q2	$341K	Buy	6,506 +1,347	+26%	+$67.3K	0.01%	235
2025 Q1	$263K	Buy	+5,159	New	+$268K	0.01%	253

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

Gallagher Fiduciary Advisors's SPYV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q2 2026, selling an estimated $99.9K and leaving 6,907 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #232.

Gallagher Fiduciary Advisors first reported a position in SPYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $596K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Gallagher Fiduciary Advisors held 6,907 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $420K as of Q2 2026.
Gallagher Fiduciary Advisors sold 1,669 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $99.9K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #232 holding.
Gallagher Fiduciary Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Gallagher Fiduciary Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $596K in Q4 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.