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

BDO Wealth 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
2023 Q2	$24.6K	Buy	571 +3	+0.5%	+$124	﹤0.01%	543
2023 Q1	$23.1K	Buy	568 +3	+0.5%	+$122	﹤0.01%	561
2022 Q4	$22K	Buy	565 +3	+0.5%	+$115	﹤0.01%	561
2022 Q3	$19K	Buy	+562	New	+$21.3K	﹤0.01%	590
2020 Q1	–	Sell	-1,912	Closed	-$67K	–	820
2019 Q4	$67K	Buy	+1,912	New	+$63.9K	0.02%	276

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

BDO Wealth Advisors's SPYV Position: Q2 2023 in Review

BDO Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.53% in Q2 2023, buying an estimated $124 and bringing the position to 571 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

BDO Wealth Advisors first reported a position in SPYV in Q4 2019 and has held it in 5 quarters since. The position peaked at $67K in Q4 2019. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

BDO Wealth Advisors held 571 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $24.6K as of Q2 2023.
BDO Wealth Advisors bought 3 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $124.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #543 holding.
BDO Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 5 quarters since.
BDO Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $67K in Q4 2019.
720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.