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

Align Wealth 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
2022 Q4	$6.97K	Buy	+202	New	+$7.74K	0.01%	151

Other funds holding SPYV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

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

Align Wealth Management's SPYV Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2022: 202 shares worth $6.97K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings.

709 funds tracked by Wall St. Rank hold SPYV as of Q4 2022.

Align Wealth Management held 202 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.97K as of Q4 2022.
State Street SPDR Portfolio S&P 500 Value ETF was a new Align Wealth Management position in Q4 2022.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #151 holding.
709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.