CWM
SPYV icon

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

Castle 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
2022
Q4 		– Sell
-38
Closed -$1K – 564
2022
Q3 		$1K Hold
38
– – ﹤0.01% 642
2022
Q2 		$1K Buy
+38
New +$1.5K ﹤0.01% 644

Other funds holding SPYV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Wealth Management's SPYV Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2022, closing a stake of 38 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in SPYV in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 710 funds tracked by Wall St. Rank hold SPYV as of Q4 2022.

  • Castle Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 38 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1K in Q3 2022.
  • 710 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.