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

Claraphi Advisory Network’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 Q3	–	Sell	-7,958	Closed	-$293K	–	284
2022 Q2	$293K	Buy	7,958 +2,908	+58%	+$115K	0.1%	182
2022 Q1	$211K	Buy	+5,050	New	+$208K	0.06%	254

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Claraphi Advisory Network's SPYV Position: Q3 2022 in Review

Claraphi Advisory Network sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2022, closing a stake of 7,958 shares — an estimated $293K sold.

Claraphi Advisory Network first reported a position in SPYV in Q1 2022 and held it in 2 quarters. The position peaked at $293K in Q2 2022. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

Claraphi Advisory Network reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 7,958 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $293K.
Claraphi Advisory Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 2 quarters.
Claraphi Advisory Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $293K in Q2 2022.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.