GWP
SPYV icon

Gateway Wealth Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Gateway Wealth Partners’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 		$12.1M Sell
199,142
-167,567
-46% -$10M 0.73% 25
2026
Q1 		$20.7M Buy
366,709
+233,474
+175% +$13.5M 0.81% 22
2025
Q4 		$7.57M Buy
133,235
+16,285
+14% +$915K 0.84% 31
2025
Q3 		$6.47M Buy
116,950
+11,346
+11% +$611K 0.87% 33
2025
Q2 		$5.53M Buy
105,604
+10,708
+11% +$535K 1.05% 24
2025
Q1 		$4.85M Buy
94,896
+5,521
+6% +$286K 1.09% 21
2024
Q4 		$4.57M Sell
89,375
-12,743
-12% -$678K 1.18% 18
2024
Q3 		$5.4M Sell
102,118
-2,147
-2% -$109K 1.49% 11
2024
Q2 		$5.08M Buy
104,265
+17,750
+21% +$868K 1.54% 11
2024
Q1 		$4.33M Buy
86,515
+15,657
+22% +$746K 1.56% 14
2023
Q4 		$3.3M Sell
70,858
-485
-0.7% -$20.9K 1.33% 18
2023
Q3 		$2.94M Sell
71,343
-13,555
-16% -$587K 0.53% 41
2023
Q2 		$3.67M Buy
84,898
+15,493
+22% +$640K 0.66% 31
2023
Q1 		$2.83M Buy
69,405
+31,949
+85% +$1.29M 0.43% 42
2022
Q4 		$1.46M Buy
+37,456
New +$1.43M 0.25% 54

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gateway Wealth Partners's SPYV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 46% in Q2 2026, selling an estimated $10M and leaving 199,142 shares worth $12.1M. The position accounts for 0.73% of the portfolio, ranked #25.

Gateway Wealth Partners first reported a position in SPYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.7M in Q1 2026. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Gateway Wealth Partners held 199,142 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12.1M as of Q2 2026.
  • Gateway Wealth Partners sold 167,567 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $10M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.73% of Gateway Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $20.7M in Q1 2026.
  • 1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.