Carmichael Hill & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Carmichael Hill & Associates’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	$31.2K	Hold	591	–	–	0.01%	440
2024 Q2	$28.8K	Hold	591	–	–	0.01%	426
2024 Q1	$29.6K	Hold	591	–	–	0.01%	428
2023 Q4	$27.6K	Hold	591	–	–	0.01%	429
2023 Q3	$24.4K	Hold	591	–	–	0.01%	439
2023 Q2	$25.5K	Hold	591	–	–	0.01%	434
2023 Q1	$24.1K	Hold	591	–	–	0.01%	427
2022 Q4	$23K	Hold	591	–	–	0.01%	444
2022 Q3	$20K	Buy	+591	New	+$22.4K	0.01%	474

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

Carmichael Hill & Associates's SPYV Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2024 at 591 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #440.

Carmichael Hill & Associates first reported a position in SPYV in Q3 2022 and has held it in 9 quarters since. 958 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

Carmichael Hill & Associates held 591 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $31.2K as of Q3 2024.
Carmichael Hill & Associates left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #440 holding.
Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and has held it in 9 quarters since.
958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.