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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
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

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

Galvin Gaustad & Stein's SPYV Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.8% in Q1 2026, buying an estimated $33.6K and bringing the position to 15,902 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #135.

Galvin Gaustad & Stein first reported a position in SPYV in Q4 2025 and has held it in 2 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Galvin Gaustad & Stein held 15,902 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $900K as of Q1 2026.
  • Galvin Gaustad & Stein bought 580 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $33.6K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #135 holding.
  • Galvin Gaustad & Stein first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.