GC Wealth Management RIA’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

GC Wealth Management RIA’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	$411K	Hold	6,753	–	–	0.02%	363
2026 Q1	$382K	Hold	6,753	–	–	0.02%	391
2025 Q4	$384K	Hold	6,753	–	–	0.01%	410
2025 Q3	$374K	Hold	6,753	–	–	0.01%	646
2025 Q2	$353K	Hold	6,753	–	–	0.03%	400
2025 Q1	$345K	Hold	6,753	–	–	0.06%	229
2024 Q4	$345K	Hold	6,753	–	–	0.06%	222
2024 Q3	$357K	Hold	6,753	–	–	0.06%	234
2024 Q2	$329K	Hold	6,753	–	–	0.07%	218
2024 Q1	$338K	Hold	6,753	–	–	0.07%	207
2023 Q4	$315K	Buy	+6,753	New	+$291K	0.14%	154

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

GC Wealth Management RIA's SPYV Position: Q2 2026 in Review

GC Wealth Management RIA held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2026 at 6,753 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #363.

GC Wealth Management RIA first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. 1,208 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

GC Wealth Management RIA held 6,753 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $411K as of Q2 2026.
GC Wealth Management RIA 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 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #363 holding.
GC Wealth Management RIA first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,208 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.