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

Anchor Pointe 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
2024
Q4 		$1.18M Buy
+23,093
New +$1.23M 1.53% 21

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Anchor Pointe Wealth Management's SPYV Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024: 23,093 shares worth $1.18M. The stake represents 1.53% of the portfolio and ranks #21 among its holdings.

1,024 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • Anchor Pointe Wealth Management held 23,093 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.18M as of Q4 2024.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.53% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #21 holding.
  • 1,024 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.