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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

20/20 Capital Management's SPYV Position: Q2 2021 in Review

20/20 Capital Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.6% in Q2 2021, buying an estimated $56.4K and bringing the position to 20,131 shares worth $796K. The position accounts for 0.21% of the portfolio, ranked #77.

20/20 Capital Management first reported a position in SPYV in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2019. 473 funds tracked by Wall St. Rank hold SPYV as of Q2 2021.

20/20 Capital Management held 20,131 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $796K as of Q2 2021.
20/20 Capital Management bought 1,427 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2021, an estimated $56.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.21% of 20/20 Capital Management's portfolio in Q2 2021, its #77 holding.
20/20 Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.3M in Q4 2019.
473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.