Claremont Financial Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Claremont Financial Group’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 Q1	$52K	Buy	+1,250	New	+$51.6K	0.22%	22

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

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

Claremont Financial Group's SPYV Position: Q1 2022 in Review

Claremont Financial Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2022: 1,250 shares worth $52K. The stake represents 0.22% of the portfolio and ranks #22 among its holdings.

591 funds tracked by Wall St. Rank hold SPYV as of Q1 2022.

Claremont Financial Group held 1,250 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $52K as of Q1 2022.
State Street SPDR Portfolio S&P 500 Value ETF was a new Claremont Financial Group position in Q1 2022.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.22% of Claremont Financial Group's portfolio in Q1 2022, its #22 holding.
591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.