Shulman DeMeo Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Shulman DeMeo Asset 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	$322K	Sell	5,292 -41	-0.8%	-$2.45K	0.06%	109
2026 Q1	$302K	Buy	+5,333	New	+$309K	0.06%	104
2022 Q1	–	Sell	-6,466	Closed	-$272K	–	151
2021 Q4	$272K	Buy	+6,466	New	+$264K	0.07%	119
2021 Q3	–	Sell	-6,413	Closed	-$254K	–	129
2021 Q2	$254K	Buy	6,413 +25	+0.4%	+$989	0.1%	52
2021 Q1	$242K	Sell	6,388 -11	-0.2%	-$398	0.07%	116
2020 Q4	$220K	Buy	+6,399	New	+$208K	0.06%	124
2020 Q1	–	Sell	-6,317	Closed	-$221K	–	125
2019 Q4	$221K	Buy	6,317 +28	+0.4%	+$936	0.08%	121
2019 Q3	$201K	Buy	+6,289	New	+$198K	0.07%	125

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

Shulman DeMeo Asset Management's SPYV Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.77% in Q2 2026, selling an estimated $2.45K and leaving 5,292 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #109.

Shulman DeMeo Asset Management first reported a position in SPYV in Q3 2019 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Shulman DeMeo Asset Management held 5,292 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $322K as of Q2 2026.
Shulman DeMeo Asset Management sold 41 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2.45K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #109 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.