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SPYV icon

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

Clearshares’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 		$1.96M Hold
50,362
– – 1.48% 31
2021
Q3 		$1.96M Buy
50,362
+1,228
+2% +$49K 1.48% 31
2021
Q2 		$1.94M Buy
+49,134
New +$1.94M 1.51% 31

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearshares's SPYV Position: Q4 2021 in Review

Clearshares held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q4 2021 at 50,362 shares worth $1.96M. The position accounts for 1.48% of the portfolio, ranked #31.

Clearshares first reported a position in SPYV in Q2 2021 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold SPYV as of Q4 2021.

  • Clearshares held 50,362 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.96M as of Q4 2021.
  • Clearshares left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q4 2021.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.48% of Clearshares's portfolio in Q4 2021, its #31 holding.
  • Clearshares first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.