Bedel Financial Consulting’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-179	Closed	-$7K	–	793
2022 Q1	$7K	Buy	179 +1	+0.6%	+$41	﹤0.01%	735
2021 Q4	$7K	Buy	178 +1	+0.6%	+$41	﹤0.01%	736
2021 Q3	$7K	Buy	177 +1	+0.6%	+$40	﹤0.01%	737
2021 Q2	$7K	Hold	176	–	–	﹤0.01%	735
2021 Q1	$7K	Buy	176 +2	+1%	+$72	﹤0.01%	697
2020 Q4	$6K	Buy	174 +1	+0.6%	+$32	﹤0.01%	637
2020 Q3	$5K	Buy	173 +1	+0.6%	+$30	﹤0.01%	619
2020 Q2	$5K	Buy	172 +1	+0.6%	+$29	﹤0.01%	589
2020 Q1	$4K	Buy	171 +1	+0.6%	+$32	﹤0.01%	612
2019 Q4	$6K	Buy	170 +1	+0.6%	+$33	﹤0.01%	569
2019 Q3	$5K	Buy	169 +1	+0.6%	+$31	﹤0.01%	578
2019 Q2	$5K	Buy	168 +2	+1%	+$62	﹤0.01%	578
2019 Q1	$5K	Buy	166 +1	+0.6%	+$29	﹤0.01%	577
2018 Q4	$4K	Buy	165 +1	+0.6%	+$29	﹤0.01%	569
2018 Q3	$4K	Buy	+164	New	+$5.06K	﹤0.01%	575

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

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

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

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

Bedel Financial Consulting's SPYV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2022, closing a stake of 179 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in SPYV in Q3 2018 and held it in 15 quarters. The position peaked at $7K in Q1 2022. 606 funds tracked by Wall St. Rank hold SPYV as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 179 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2022, an estimated $7K.
Bedel Financial Consulting first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and held it in 15 quarters.
Bedel Financial Consulting's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7K in Q1 2022.
606 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.