Aveo Capital Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Aveo Capital Partners’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	-12,821	Closed	-$522K	–	357
2023 Q1	$522K	Buy	12,821 +126	+1%	+$5.11K	0.07%	187
2022 Q4	$494K	Buy	+12,695	New	+$486K	0.07%	190
2022 Q3	–	Sell	-5,695	Closed	-$210K	–	294
2022 Q2	$210K	Buy	+5,695	New	+$226K	0.03%	254
2019 Q4	–	Sell	-11,340	Closed	-$380K	–	201
2019 Q3	$380K	Buy	+11,340	New	+$357K	0.16%	113
2018 Q2	–	Sell	-71,438	Closed	-$2.1M	–	154
2018 Q1	$2.1M	Buy	+71,438	New	+$2.19M	0.88%	29

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

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

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

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

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

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

Aveo Capital Partners's SPYV Position: Q2 2023 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023, closing a stake of 12,821 shares — an estimated $522K sold.

Aveo Capital Partners first reported a position in SPYV in Q1 2018 and held it in 5 quarters. The position peaked at $2.1M in Q1 2018. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

Aveo Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Aveo Capital Partners sold 12,821 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $522K.
Aveo Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and held it in 5 quarters.
Aveo Capital Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.1M in Q1 2018.
720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on Aveo Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.