AWS
SPYV icon

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

AJ Wealth Strategies’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
Q2 		– Sell
-20,384
Closed -$830K – 301
2023
Q1 		$830K Buy
+20,384
New +$826K 0.04% 137

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AJ Wealth Strategies's SPYV Position: Q2 2023 in Review

AJ Wealth Strategies sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023, closing a stake of 20,384 shares — an estimated $830K sold.

AJ Wealth Strategies first reported a position in SPYV in Q1 2023 and held it in 1 quarter. The position peaked at $830K in Q1 2023. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

  • AJ Wealth Strategies reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 20,384 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $830K.
  • AJ Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 1 quarter.
  • AJ Wealth Strategies's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $830K in Q1 2023.
  • 720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.