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SPYV icon

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

Cordant Inc’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
2024
Q1 		– Sell
-43
Closed -$2.01K – 140
2023
Q4 		$2.01K Buy
+43
New +$1.85K ﹤0.01% 115

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cordant Inc's SPYV Position: Q1 2024 in Review

Cordant Inc sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2024, closing a stake of 43 shares — an estimated $2.01K sold.

Cordant Inc first reported a position in SPYV in Q4 2023 and held it in 1 quarter. The position peaked at $2.01K in Q4 2023. 855 funds tracked by Wall St. Rank hold SPYV as of Q1 2024.

  • Cordant Inc reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Cordant Inc sold 43 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2024, an estimated $2.01K.
  • Cordant Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 1 quarter.
  • Cordant Inc's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.01K in Q4 2023.
  • 855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2024.

Based on Cordant Inc's 13F filing for Q1 2024, filed 16 Apr 2024.