BCP
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Berkeley Capital Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Berkeley Capital Partners’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
Q1 		– Sell
-5,830
Closed -$245K – 161
2021
Q4 		$245K Buy
+5,830
New +$238K 0.1% 131

Other funds holding SPYV

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Berkeley Capital Partners's SPYV Position: Q1 2022 in Review

Berkeley Capital Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2022, closing a stake of 5,830 shares — an estimated $245K sold.

Berkeley Capital Partners first reported a position in SPYV in Q4 2021 and held it in 1 quarter. The position peaked at $245K in Q4 2021. 591 funds tracked by Wall St. Rank hold SPYV as of Q1 2022.

  • Berkeley Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Berkeley Capital Partners sold 5,830 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2022, an estimated $245K.
  • Berkeley Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 1 quarter.
  • Berkeley Capital Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $245K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2022.

Based on Berkeley Capital Partners's 13F filing for Q1 2022, filed 5 May 2022.