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

Gilpin 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 Q3	$2.65M	Buy	43,270 +21,272	+97%	+$1.33M	1.79%	11
2026 Q2	$1.34M	Buy	21,998 +21,898	+21,898%	+$1.31M	0.92%	31
2026 Q1	$5.66K	Hold	100	–	–	﹤0.01%	342
2025 Q4	$5.68K	Buy	+100	New	+$5.62K	﹤0.01%	329

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's SPYV Position: Q3 2026 in Review

Gilpin Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 97% in Q3 2026, buying an estimated $1.33M and bringing the position to 43,270 shares worth $2.65M. The position accounts for 1.79% of the portfolio, ranked #11.

Gilpin Wealth Management first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Gilpin Wealth Management held 43,270 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.65M as of Q3 2026.
Gilpin Wealth Management bought 21,272 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $1.33M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.79% of Gilpin Wealth Management's portfolio in Q3 2026, its #11 holding.
Gilpin Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.