CCWA
SPYV icon

CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q4 		– Sell
-10,136
Closed -$418K – 195
2023
Q3 		$418K Buy
+10,136
New +$439K 0.01% 162
2022
Q2 		– Sell
-12,085
Closed -$505K – 194
2022
Q1 		$505K Buy
+12,085
New +$498K 0.02% 174
2021
Q4 		– Sell
-8,033
Closed -$313K – 278
2021
Q3 		$313K Buy
8,033
+463
+6% +$18.5K 0.01% 266
2021
Q2 		$299K Sell
7,570
-5,763
-43% -$228K 0.01% 270
2021
Q1 		$505K Buy
+13,333
New +$482K 0.02% 154
2020
Q3 		– Sell
-11,683
Closed -$339K – 162
2020
Q2 		$339K Buy
+11,683
New +$333K 0.02% 150
2019
Q4 		$654K Buy
18,743
+964
+5% +$32.2K 0.05% 127
2019
Q3 		$568K Buy
+17,779
New +$560K 0.05% 122
2018
Q4 		– Sell
-10,935
Closed -$340K – 139
2018
Q3 		$340K Buy
+10,935
New +$337K 0.03% 116

Other funds holding SPYV

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPYV Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2023, closing a stake of 10,136 shares — an estimated $418K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPYV in Q3 2018 and held it in 9 quarters. The position peaked at $654K in Q4 2019. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,136 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2023, an estimated $418K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and held it in 9 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $654K in Q4 2019.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.