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

Van Hulzen 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
2025 Q1	–	Sell	-722	Closed	-$36.9K	–	1000
2024 Q4	$36.9K	Buy	+722	New	+$38.4K	﹤0.01%	566
2020 Q2	–	Sell	-8,565	Closed	-$221K	–	287
2020 Q1	$221K	Sell	8,565 -3,735	-30%	-$119K	0.05%	221
2019 Q4	$429K	Sell	12,300 -486	-4%	-$16.2K	0.08%	166
2019 Q3	$409K	Buy	12,786 +845	+7%	+$26.6K	0.09%	164
2019 Q2	$374K	Buy	11,941 +2,876	+32%	+$88.5K	0.08%	174
2019 Q1	$274K	Buy	9,065 +330	+4%	+$9.73K	0.07%	184
2018 Q4	$237K	Buy	+8,735	New	+$257K	0.07%	195

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Van Hulzen Asset Management's SPYV Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 722 shares — an estimated $36.9K sold.

Van Hulzen Asset Management first reported a position in SPYV in Q4 2018 and held it in 7 quarters. The position peaked at $429K in Q4 2019. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Van Hulzen Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 722 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $36.9K.
Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 7 quarters.
Van Hulzen Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $429K in Q4 2019.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.