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

GM Advisory 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 Q1	$861K	Buy	15,211 +2,105	+16%	+$122K	0.03%	182
2025 Q4	$745K	Hold	13,106	–	–	0.03%	185
2025 Q3	$725K	Hold	13,106	–	–	0.03%	168
2025 Q2	$686K	Hold	13,106	–	–	0.03%	174
2025 Q1	$669K	Hold	13,106	–	–	0.04%	154
2024 Q4	$670K	Hold	13,106	–	–	0.04%	149
2024 Q3	$693K	Hold	13,106	–	–	0.04%	142
2024 Q2	$639K	Hold	13,106	–	–	0.04%	142
2024 Q1	$657K	Hold	13,106	–	–	0.05%	135
2023 Q4	$611K	Hold	13,106	–	–	0.05%	130
2023 Q3	$541K	Hold	13,106	–	–	0.04%	119
2023 Q2	$566K	Sell	13,106 -5,786	-31%	-$239K	0.05%	115
2023 Q1	$769K	Buy	+18,892	New	+$765K	0.07%	94

Other funds holding SPYV

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GM Advisory Group's SPYV Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 16% in Q1 2026, buying an estimated $122K and bringing the position to 15,211 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #182.

GM Advisory Group first reported a position in SPYV in Q1 2023 and has held it in 13 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

GM Advisory Group held 15,211 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $861K as of Q1 2026.
GM Advisory Group bought 2,105 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $122K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #182 holding.
GM Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 13 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.