AA
SPYV icon

Axiom Advisory’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Axiom Advisory’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
Q3 		$2.83M Buy
55,560
+990
+2% +$50.4K 0.03% 89
2024
Q2 		$2.67M Buy
+54,570
New +$2.67M 0.03% 85

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Advisory's SPYV Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.8% in Q3 2024, buying an estimated $50.4K and bringing the position to 55,560 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #89.

Axiom Advisory first reported a position in SPYV in Q2 2024 and has held it in 2 quarters since. 958 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

  • Axiom Advisory held 55,560 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.83M as of Q3 2024.
  • Axiom Advisory bought 990 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2024, an estimated $50.4K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #89 holding.
  • Axiom Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.