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Acima Private Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Acima Private Wealth’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
2020
Q1 		– Sell
-846
Closed -$30K – 287
2019
Q4 		$30K Sell
846
-3,780
-82% -$126K 0.02% 207
2019
Q3 		$147K Buy
+4,626
New +$146K 0.11% 145

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Acima Private Wealth's SPYV Position: Q1 2020 in Review

Acima Private Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2020, closing a stake of 846 shares — an estimated $30K sold.

Acima Private Wealth first reported a position in SPYV in Q3 2019 and held it in 2 quarters. The position peaked at $147K in Q3 2019. 329 funds tracked by Wall St. Rank hold SPYV as of Q1 2020.

  • Acima Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Acima Private Wealth sold 846 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2020, an estimated $30K.
  • Acima Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and held it in 2 quarters.
  • Acima Private Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $147K in Q3 2019.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2020.

Based on Acima Private Wealth's 13F filing for Q1 2020, filed 1 May 2020.