Chris Bulman’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Chris Bulman’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	$281K	Buy	4,621 +1	+0%	+$60	0.1%	134
2026 Q1	$261K	Sell	4,620 -540	-10%	-$31.3K	0.11%	115
2025 Q4	$293K	Buy	5,160 +22	+0.4%	+$1.24K	0.13%	100
2025 Q3	$284K	Buy	5,138 +1,018	+25%	+$54.8K	0.14%	99
2025 Q2	$216K	Sell	4,120 -1,457	-26%	-$72.8K	0.12%	111
2025 Q1	$285K	Sell	5,577 -123	-2%	-$6.38K	0.18%	90
2024 Q4	$292K	Sell	5,700 -114	-2%	-$6.07K	0.19%	90
2024 Q3	$307K	Sell	5,814 -5,489	-49%	-$279K	0.21%	81
2024 Q2	$551K	Buy	+11,303	New	+$552K	0.38%	52

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

Chris Bulman's SPYV Position: Q2 2026 in Review

Chris Bulman increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.02% in Q2 2026, buying an estimated $60 and bringing the position to 4,621 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #134.

Chris Bulman first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $551K in Q2 2024. 1,211 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Chris Bulman held 4,621 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $281K as of Q2 2026.
Chris Bulman bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q2 2026, an estimated $60.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Chris Bulman's portfolio in Q2 2026, its #134 holding.
Chris Bulman first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $551K in Q2 2024.
1,211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.