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

25 LLC’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
2023 Q3	–	Sell	-106	Closed	-$4.68K	–	488
2023 Q2	$4.68K	Hold	106	–	–	﹤0.01%	180
2023 Q1	$4.33K	Buy	+106	New	+$4.29K	﹤0.01%	180

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

25 LLC's SPYV Position: Q3 2023 in Review

25 LLC sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2023, closing a stake of 106 shares — an estimated $4.68K sold.

25 LLC first reported a position in SPYV in Q1 2023 and held it in 2 quarters. The position peaked at $4.68K in Q2 2023. 724 funds tracked by Wall St. Rank hold SPYV as of Q3 2023.

25 LLC reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
25 LLC sold 106 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2023, an estimated $4.68K.
25 LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 2 quarters.
25 LLC's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.68K in Q2 2023.
724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.