Cedar Brook Financial Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cedar Brook Financial Partners’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
2023 Q1	–	Sell	-7,509	Closed	-$292K	–	406
2022 Q4	$292K	Buy	+7,509	New	+$288K	0.08%	272
2020 Q4	–	Sell	-28,362	Closed	-$857K	–	338
2020 Q3	$857K	Buy	28,362 +1,257	+5%	+$38.2K	0.34%	80
2020 Q2	$786K	Buy	27,105 +13,258	+96%	+$378K	0.35%	83
2020 Q1	$358K	Sell	13,847 -37,082	-73%	-$1.18M	0.2%	150
2019 Q4	$1.78M	Buy	50,929 +20,117	+65%	+$672K	0.76%	30
2019 Q3	$985K	Buy	+30,812	New	+$970K	0.43%	72

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Brook Financial Partners's SPYV Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 7,509 shares — an estimated $292K sold.

Cedar Brook Financial Partners first reported a position in SPYV in Q3 2019 and held it in 6 quarters. The position peaked at $1.78M in Q4 2019. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

Cedar Brook Financial Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,509 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $292K.
Cedar Brook Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and held it in 6 quarters.
Cedar Brook Financial Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.78M in Q4 2019.
688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.