BWM
SPYV icon

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

BerganKDV Wealth Management’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
2020
Q4 		– Sell
-1,693
Closed -$51K – 1013
2020
Q3 		$51K Buy
+1,693
New +$51.4K 0.01% 336

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BerganKDV Wealth Management's SPYV Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2020, closing a stake of 1,693 shares — an estimated $51K sold.

BerganKDV Wealth Management first reported a position in SPYV in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 383 funds tracked by Wall St. Rank hold SPYV as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,693 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2020, an estimated $51K.
  • BerganKDV Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $51K in Q3 2020.
  • 383 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.