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

Brophy 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
2024 Q3	$247K	Buy	+4,664	New	+$237K	0.09%	191

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brophy Wealth Management's SPYV Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2024: 4,664 shares worth $247K. The stake represents 0.09% of the portfolio and ranks #191 among its holdings.

958 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

Brophy Wealth Management held 4,664 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $247K as of Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF was a new Brophy Wealth Management position in Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.09% of Brophy Wealth Management's portfolio in Q3 2024, its #191 holding.
958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.