Sanchez Gaunt Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Sanchez Gaunt Capital 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 Q2	$1.79M	Sell	29,450 -5,248	-15%	-$314K	1%	23
2026 Q1	$1.96M	Buy	+34,698	New	+$2.01M	1.23%	18

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Sanchez Gaunt Capital Management's SPYV Position: Q2 2026 in Review

Sanchez Gaunt Capital Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 15% in Q2 2026, selling an estimated $314K and leaving 29,450 shares worth $1.79M. The position accounts for 1% of the portfolio, ranked #23.

Sanchez Gaunt Capital Management first reported a position in SPYV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.96M in Q1 2026. 1,205 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Sanchez Gaunt Capital Management held 29,450 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.79M as of Q2 2026.
Sanchez Gaunt Capital Management sold 5,248 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $314K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1% of Sanchez Gaunt Capital Management's portfolio in Q2 2026, its #23 holding.
Sanchez Gaunt Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
Sanchez Gaunt Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.96M in Q1 2026.
1,205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Sanchez Gaunt Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.