SPYV — SPDR PORTFOLIO S&P 500 VALUE ETF

Ownership history in GenWealth Group, Inc.  ·  27 quarters on record

This page tracks every 13F SEC filing in which GenWealth Group, Inc. reported a position in SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.19% (2024 Q3)
Avg. % of fund
1.64%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 207,946 +7,557 +3.8% 2.05% $12.0M $56.81
2025 Q3 ADDED 200,389 +5,303 +2.7% 2.06% $11.1M $55.03
2025 Q2 ADDED 195,086 +5,436 +2.9% 2.06% $10.2M $51.81
2025 Q1 ADDED 189,650 +4,690 +2.5% 2.14% $9.7M $50.30
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)

Other funds also holding SPYV

As of 2025 Q4 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 21.05% Willis Johnson & Associates, Inc. 3Y 20.3% Compton Financial Group, LLC 3Y 18.46% BALANCED WEALTH GROUP LLC 16.02% Marathon Mission, Inc. 15.21% VISIONARY HORIZONS, LLC 12.99% Whitcomb & Hess, Inc. 3Y 12.9% Leslie Global Wealth, LLC 12.51% Octavia Wealth Advisors, LLC 3Y 12.42% Choice Wealth Advisors, LLC 3Y 12.0%
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