Clear Perspective Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Clear Perspective 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
2021 Q4	$558K	Buy	13,276 +1,650	+14%	+$67.4K	0.17%	91
2021 Q3	$453K	Buy	11,626 +820	+8%	+$32.7K	0.16%	97
2021 Q2	$427K	Buy	10,806 +553	+5%	+$21.9K	0.15%	101
2021 Q1	$389K	Buy	10,253 +2,388	+30%	+$86.4K	0.15%	103
2020 Q4	$270K	Buy	7,865 +1,144	+17%	+$37.2K	0.11%	124
2020 Q3	$1.2K	Buy	+6,721	New	+$204K	0.56%	34
2020 Q1	–	Sell	-16,744	Closed	-$585K	–	130
2019 Q4	$585K	Sell	16,744 -15,391	-48%	-$514K	0.36%	63
2019 Q3	$1.02M	Buy	32,135 +15,858	+97%	+$499K	0.46%	49
2019 Q2	$509K	Buy	16,277 +1,130	+7%	+$34.8K	0.33%	75
2019 Q1	$459K	Sell	15,147 -2,083	-12%	-$61.4K	0.33%	83
2018 Q4	$468K	Buy	17,230 +3,222	+23%	+$94.8K	0.39%	79
2018 Q3	$436K	Buy	14,008 +13,592	+3,267%	+$419K	0.32%	91
2018 Q2	$12K	Buy	416 +388	+1,386%	+$11.6K	0.01%	356
2018 Q1	$1K	Buy	+28	New	+$860	﹤0.01%	483

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Clear Perspective Advisors's SPYV Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 14% in Q4 2021, buying an estimated $67.4K and bringing the position to 13,276 shares worth $558K. The position accounts for 0.17% of the portfolio, ranked #91.

Clear Perspective Advisors first reported a position in SPYV in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2019. 556 funds tracked by Wall St. Rank hold SPYV as of Q4 2021.

Clear Perspective Advisors held 13,276 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $558K as of Q4 2021.
Clear Perspective Advisors bought 1,650 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2021, an estimated $67.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.17% of Clear Perspective Advisors's portfolio in Q4 2021, its #91 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 14 quarters since.
Clear Perspective Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.02M in Q3 2019.
556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.