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

Gibbs Wealth Management’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	$24.6M	Buy	434,660 +245,756	+130%	+$14.3M	3.23%	3
2025 Q4	$11M	Sell	188,904 -7,479	-4%	-$420K	2.66%	6
2025 Q3	$10.9M	Sell	196,383 -27,458	-12%	-$1.48M	2.46%	6
2025 Q2	$11.7M	Buy	223,841 +52,044	+30%	+$2.6M	2.26%	7
2025 Q1	$8.77M	Buy	171,797 +22,716	+15%	+$1.18M	2.12%	9
2024 Q4	$7.62M	Buy	149,081 +13,406	+10%	+$713K	2.07%	10
2024 Q3	$7.17M	Buy	135,675 +40,044	+42%	+$2.04M	2.32%	10
2024 Q2	$4.66M	Buy	95,631 +53,624	+128%	+$2.62M	1.89%	11
2024 Q1	$2.1M	Buy	+42,007	New	+$2M	1.21%	14

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gibbs Wealth Management's SPYV Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 130% in Q1 2026, buying an estimated $14.3M and bringing the position to 434,660 shares worth $24.6M. The position accounts for 3.23% of the portfolio, ranked #3.

Gibbs Wealth Management first reported a position in SPYV in Q1 2024 and has held it in 9 quarters since. 1,185 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Gibbs Wealth Management held 434,660 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $24.6M as of Q1 2026.
Gibbs Wealth Management bought 245,756 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $14.3M.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.23% of Gibbs Wealth Management's portfolio in Q1 2026, its #3 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.