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

Ayalon Insurance 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 Q1	–	Sell	-3,170	Closed	-$109K	–	166
2020 Q4	$109K	Buy	3,170 +2,519	+387%	+$81.9K	0.05%	104
2020 Q3	$20K	Buy	651 +354	+119%	+$10.8K	0.01%	113
2020 Q2	$9K	Buy	297 +76	+34%	+$2.17K	0.01%	123
2020 Q1	$5K	Sell	221 -44,792	-100%	-$1.43M	﹤0.01%	130
2019 Q4	$1.57M	Buy	+45,013	New	+$1.5M	0.95%	30

Other funds holding SPYV

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

DCM

Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ayalon Insurance Company's SPYV Position: Q1 2021 in Review

Ayalon Insurance Company sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2021, closing a stake of 3,170 shares — an estimated $109K sold.

Ayalon Insurance Company first reported a position in SPYV in Q4 2019 and held it in 5 quarters. The position peaked at $1.57M in Q4 2019. 434 funds tracked by Wall St. Rank hold SPYV as of Q1 2021.

Ayalon Insurance Company reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2021 after selling out during the quarter.
Ayalon Insurance Company sold 3,170 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2021, an estimated $109K.
Ayalon Insurance Company first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 5 quarters.
Ayalon Insurance Company's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.57M in Q4 2019.
434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2021.

Based on Ayalon Insurance Company's 13F filing for Q1 2021, filed 28 Apr 2021.