Ameritas Investment Company’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Ameritas Investment Company’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 Q3	$519K	Buy	13,317 +2,099	+19%	+$83.8K	0.02%	411
2021 Q2	$524K	Sell	11,218 -81,692	-88%	-$3.23M	0.03%	408
2021 Q1	$3.52M	Buy	92,910 +83,501	+887%	+$3.02M	0.3%	76
2020 Q4	$324K	Sell	9,409 -2,417	-20%	-$78.5K	0.06%	292
2020 Q3	$343K	Hold	11,826	–	–	0.11%	211
2020 Q2	$343K	Buy	11,826 +489	+4%	+$13.9K	0.1%	217
2020 Q1	$291K	Sell	11,337 -4,270	-27%	-$136K	0.05%	274
2019 Q4	$545K	Buy	15,607 +4,590	+42%	+$153K	0.11%	174
2019 Q3	$354K	Buy	11,017 +1,091	+11%	+$34.3K	0.07%	238
2019 Q2	$310K	Sell	9,926 -60,874	-86%	-$1.87M	0.15%	145
2019 Q1	$2.14M	Buy	70,800 +37,182	+111%	+$1.1M	0.4%	51
2018 Q4	$913K	Buy	+33,618	New	+$989K	0.2%	105

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Ameritas Investment Company's SPYV Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q3 2021, buying an estimated $83.8K and bringing the position to 13,317 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #411.

Ameritas Investment Company first reported a position in SPYV in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.52M in Q1 2021. 480 funds tracked by Wall St. Rank hold SPYV as of Q3 2021.

Ameritas Investment Company held 13,317 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $519K as of Q3 2021.
Ameritas Investment Company bought 2,099 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2021, an estimated $83.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #411 holding.
Ameritas Investment Company first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 12 quarters since.
Ameritas Investment Company's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.52M in Q1 2021.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.