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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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