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Capital Performance Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-99
Closed -$5.23K – 2337
2024
Q3 		$5.23K Buy
+99
New +$5.04K ﹤0.01% 1098

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Performance Advisors's SPYV Position: Q4 2024 in Review

Capital Performance Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 99 shares — an estimated $5.23K sold.

Capital Performance Advisors first reported a position in SPYV in Q3 2024 and held it in 1 quarter. The position peaked at $5.23K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • Capital Performance Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 99 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $5.23K.
  • Capital Performance Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.23K in Q3 2024.
  • 1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.