GG
SPYV icon

GenWealth Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

GenWealth Group’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 		$13.1M Sell
215,686
-706
-0.3% -$42.3K 2.04% 16
2026
Q1 		$12.2M Buy
216,392
+8,446
+4% +$490K 2.09% 12
2025
Q4 		$12M Buy
207,946
+7,557
+4% +$425K 2.05% 16
2025
Q3 		$11.1M Buy
200,389
+5,303
+3% +$286K 2.06% 16
2025
Q2 		$10.2M Buy
195,086
+5,436
+3% +$272K 2.06% 16
2025
Q1 		$9.69M Buy
189,650
+4,690
+3% +$243K 2.14% 12
2024
Q4 		$9.46M Buy
184,960
+4,838
+3% +$257K 2.15% 17
2024
Q3 		$9.52M Buy
180,122
+2,624
+1% +$134K 2.19% 16
2024
Q2 		$8.65M Buy
177,498
+4,486
+3% +$219K 2.13% 16
2024
Q1 		$8.67M Buy
173,012
+5,601
+3% +$267K 2.18% 16
2023
Q4 		$7.81M Buy
167,411
+9,727
+6% +$419K 2.16% 15
2023
Q3 		$6.51M Buy
157,684
+2,570
+2% +$111K 1.97% 17
2023
Q2 		$6.7M Buy
155,114
+9,877
+7% +$408K 1.93% 17
2023
Q1 		$5.91M Sell
145,237
-662
-0.5% -$26.8K 1.81% 17
2022
Q4 		$5.67M Sell
145,899
-4,449
-3% -$170K 1.86% 16
2022
Q3 		$5.19M Sell
150,348
-1,226
-0.8% -$46.5K 1.76% 13
2022
Q2 		$5.58M Buy
151,574
+467
+0.3% +$18.5K 1.79% 12
2022
Q1 		$6.31M Buy
151,107
+23,136
+18% +$954K 1.75% 16
2021
Q4 		$5.37M Buy
127,971
+598
+0.5% +$24.4K 1.45% 18
2021
Q3 		$4.97M Buy
127,373
+8,174
+7% +$326K 1.46% 17
2021
Q2 		$4.71M Sell
119,199
-825
-0.7% -$32.6K 1.39% 18
2021
Q1 		$4.55M Buy
120,024
+49,037
+69% +$1.77M 1.44% 16
2020
Q4 		$2.44M Buy
70,987
+1,886
+3% +$61.3K 0.81% 24
2020
Q3 		$2.14M Buy
69,101
+21,754
+46% +$661K 0.77% 26
2020
Q2 		$1.37M Buy
47,347
+13,597
+40% +$388K 0.53% 31
2020
Q1 		$872K Sell
33,750
-127,864
-79% -$4.08M 0.38% 23
2019
Q4 		$5.64M Buy
161,614
+46,780
+41% +$1.56M 2.18% 15
2019
Q3 		$3.67M Buy
114,834
+95,634
+498% +$3.01M 1.53% 19
2019
Q2 		$605K Buy
+19,200
New +$591K 0.26% 38

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

GenWealth Group's SPYV Position: Q2 2026 in Review

GenWealth Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.33% in Q2 2026, selling an estimated $42.3K and leaving 215,686 shares worth $13.1M. The position accounts for 2.04% of the portfolio, ranked #16.

GenWealth Group first reported a position in SPYV in Q2 2019 and has held it in 29 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • GenWealth Group held 215,686 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.1M as of Q2 2026.
  • GenWealth Group sold 706 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $42.3K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 2.04% of GenWealth Group's portfolio in Q2 2026, its #16 holding.
  • GenWealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.