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Galvin Gaustad & Stein’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Galvin Gaustad & Stein’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
Q3 		– Sell
-30,767
Closed -$1.87M – 273
2026
Q2 		$1.87M Buy
30,767
+14,865
+93% +$890K 0.14% 99
2026
Q1 		$900K Buy
15,902
+580
+4% +$33.6K 0.07% 135
2025
Q4 		$870K Buy
+15,322
New +$861K 0.07% 129

Other funds holding SPYV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Galvin Gaustad & Stein's SPYV Position: Q3 2026 in Review

Galvin Gaustad & Stein sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 30,767 shares — an estimated $1.87M sold.

Galvin Gaustad & Stein first reported a position in SPYV in Q4 2025 and held it in 3 quarters. The position peaked at $1.87M in Q2 2026. 44 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Galvin Gaustad & Stein reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 30,767 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $1.87M.
  • Galvin Gaustad & Stein first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and held it in 3 quarters.
  • Galvin Gaustad & Stein's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.87M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.