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

Buckingham Strategic Wealth’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 Q2	$348K	Sell	7,136 -209	-3%	-$10.2K	﹤0.01%	561
2024 Q1	$368K	Sell	7,345 -1,825	-20%	-$87K	﹤0.01%	537
2023 Q4	$428K	Buy	9,170 +213	+2%	+$9.19K	0.01%	477
2023 Q3	$370K	Buy	8,957 +3,515	+65%	+$152K	0.01%	495
2023 Q2	$235K	Buy	+5,442	New	+$225K	﹤0.01%	588
2022 Q2	–	Sell	-9,115	Closed	-$381K	–	649
2022 Q1	$381K	Buy	9,115 +2,061	+29%	+$85K	0.01%	420
2021 Q4	$296K	Buy	7,054 +1,644	+30%	+$67.1K	0.01%	474
2021 Q3	$211K	Buy	+5,410	New	+$216K	﹤0.01%	553
2020 Q3	–	Sell	-12,697	Closed	-$368K	–	495
2020 Q2	$368K	Sell	12,697 -13,520	-52%	-$385K	0.04%	275
2020 Q1	$677K	Buy	+26,217	New	+$837K	0.07%	216
2019 Q2	–	Sell	-19,402	Closed	-$588K	–	464
2019 Q1	$588K	Buy	+19,402	New	+$572K	0.07%	197

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Buckingham Strategic Wealth's SPYV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.8% in Q2 2024, selling an estimated $10.2K and leaving 7,136 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Buckingham Strategic Wealth first reported a position in SPYV in Q1 2019 and has held it in 11 quarters since. The position peaked at $677K in Q1 2020. 899 funds tracked by Wall St. Rank hold SPYV as of Q2 2024.

Buckingham Strategic Wealth held 7,136 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $348K as of Q2 2024.
Buckingham Strategic Wealth sold 209 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2024, an estimated $10.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #561 holding.
Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 11 quarters since.
Buckingham Strategic Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $677K in Q1 2020.
899 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.