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

Angeles Investment Advisors’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
2025 Q1	–	Sell	-800	Closed	-$40.9K	–	172
2024 Q4	$40.9K	Buy	+800	New	+$42.6K	﹤0.01%	188
2023 Q2	–	Sell	-8,100	Closed	-$330K	–	178
2023 Q1	$330K	Sell	8,100 -127,210	-94%	-$5.15M	0.03%	99
2022 Q4	$5.26M	Sell	135,310 -64,955	-32%	-$2.49M	0.45%	17
2022 Q3	$6.91M	Sell	200,265 -36,930	-16%	-$1.4M	0.72%	11
2022 Q2	$8.73M	Sell	237,195 -277,240	-54%	-$11M	0.8%	11
2022 Q1	$21.5M	Sell	514,435 -376,112	-42%	-$15.5M	1.48%	10
2021 Q4	$37.4M	Buy	890,547 +19,242	+2%	+$785K	1.86%	10
2021 Q3	$34M	Sell	871,305 -3,534,222	-80%	-$141M	1.98%	8
2021 Q2	$174M	Buy	4,405,527 +1,107,727	+34%	+$43.8M	10.89%	3
2021 Q1	$125M	Buy	+3,297,800	New	+$119M	9.71%	4

Other funds holding SPYV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

Angeles Investment Advisors's SPYV Position: Q1 2025 in Review

Angeles Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 800 shares — an estimated $40.9K sold.

Angeles Investment Advisors first reported a position in SPYV in Q1 2021 and held it in 10 quarters. The position peaked at $174M in Q2 2021. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Angeles Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 800 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $40.9K.
Angeles Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and held it in 10 quarters.
Angeles Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $174M in Q2 2021.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.