22CM
SPYV icon

20/20 Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

20/20 Capital 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
2021
Q2 		$796K Buy
20,131
+1,427
+8% +$56.4K 0.21% 77
2021
Q1 		$709K Sell
18,704
-9
-0% -$325 0.21% 77
2020
Q4 		$648K Sell
18,713
-8,638
-32% -$281K 0.19% 91
2020
Q3 		$826K Sell
27,351
-589
-2% -$17.9K 0.31% 67
2020
Q2 		$862K Sell
27,940
-6,321
-18% -$180K 0.33% 64
2020
Q1 		$950K Sell
34,261
-2,800
-8% -$89.4K 0.43% 49
2019
Q4 		$1.3M Buy
+37,061
New +$1.24M 0.52% 44

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return