BridgePort Financial Solutions’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

BridgePort Financial Solutions’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	$465K	Buy	8,223 +28	+0.3%	+$1.62K	0.13%	131
2025 Q4	$466K	Buy	8,195 +42	+0.5%	+$2.36K	0.13%	135
2025 Q3	$451K	Buy	8,153 +35	+0.4%	+$1.89K	0.12%	141
2025 Q2	$425K	Buy	8,118 +36	+0.4%	+$1.8K	0.14%	122
2025 Q1	$413K	Buy	8,082 +26	+0.3%	+$1.35K	0.19%	106
2024 Q4	$420K	Buy	+8,056	New	+$429K	0.19%	102

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

BridgePort Financial Solutions's SPYV Position: Q1 2026 in Review

BridgePort Financial Solutions increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.34% in Q1 2026, buying an estimated $1.62K and bringing the position to 8,223 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #131.

BridgePort Financial Solutions first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $466K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

BridgePort Financial Solutions held 8,223 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $465K as of Q1 2026.
BridgePort Financial Solutions bought 28 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $1.62K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of BridgePort Financial Solutions's portfolio in Q1 2026, its #131 holding.
BridgePort Financial Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $466K in Q4 2025.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.