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SPYV icon

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

Cook Wealth’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
Q4 		– Sell
-5,900
Closed -$223K – 47
2022
Q3 		$223K Hold
5,900
– – 0.24% 33
2022
Q2 		$229K Hold
5,900
– – 0.24% 35
2022
Q1 		$236K Hold
5,900
– – 0.25% 30
2021
Q4 		$244K Buy
+5,900
New +$241K 0.25% 30

Other funds holding SPYV

AWA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return