CWM
SPYV icon

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

Cedar 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
2024
Q4 		– Sell
-2,835
Closed -$150K – 246
2024
Q3 		$150K Buy
2,835
+555
+24% +$28.2K 0.05% 112
2024
Q2 		$111K Hold
2,280
– – 0.04% 125
2024
Q1 		$114K Buy
2,280
+150
+7% +$7.15K 0.04% 127
2023
Q4 		$99.3K Sell
2,130
-200
-9% -$8.63K 0.04% 125
2023
Q3 		$96.1K Hold
2,330
– – 0.04% 130
2023
Q2 		$101K Hold
2,330
– – 0.04% 127
2023
Q1 		$94.9K Hold
2,330
– – 0.04% 124
2022
Q4 		$90.6K Sell
2,330
-17,699
-88% -$678K 0.04% 114
2022
Q3 		$691K Buy
20,029
+6,585
+49% +$250K 0.34% 51
2022
Q2 		$495K Sell
13,444
-2,585
-16% -$102K 0.23% 66
2022
Q1 		$669K Sell
16,029
-9,838
-38% -$406K 0.27% 58
2021
Q4 		$1.09M Sell
25,867
-751
-3% -$30.7K 0.44% 43
2021
Q3 		$1.04M Sell
26,618
-92
-0.3% -$3.67K 0.46% 43
2021
Q2 		$1.06M Sell
26,710
-4,818
-15% -$191K 0.48% 39
2021
Q1 		$1.2M Sell
31,528
-2,404
-7% -$86.9K 0.59% 33
2020
Q4 		$1.17M Buy
33,932
+2,184
+7% +$71K 0.63% 33
2020
Q3 		$959K Sell
31,748
-1,385
-4% -$42.1K 0.6% 26
2020
Q2 		$960K Buy
+33,133
New +$944K 0.65% 24

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

Cedar Wealth Management's SPYV Position: Q4 2024 in Review

Cedar Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 2,835 shares — an estimated $150K sold.

Cedar Wealth Management first reported a position in SPYV in Q2 2020 and held it in 18 quarters. The position peaked at $1.2M in Q1 2021. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • Cedar Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 2,835 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $150K.
  • Cedar Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2020 and held it in 18 quarters.
  • Cedar Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.2M in Q1 2021.
  • 1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.