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SPYV icon

Cascadia Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$6.98M Buy
+199,867
New +$6.68M 1.98% 10

Other funds holding SPYV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Cascadia Advisory Services's SPYV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2019: 199,867 shares worth $6.98M. The stake represents 1.98% of the portfolio and ranks #10 among its holdings.

353 funds tracked by Wall St. Rank hold SPYV as of Q4 2019.

  • Cascadia Advisory Services held 199,867 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.98M as of Q4 2019.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Cascadia Advisory Services position in Q4 2019.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.98% of Cascadia Advisory Services's portfolio in Q4 2019, its #10 holding.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.