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

Credit Suisse’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
2023 Q1	–	Sell	-38	Closed	-$1.48K	–	3670
2022 Q4	$1.48K	Hold	38	–	–	﹤0.01%	3560
2022 Q3	$1K	Sell	38 -71,625	-100%	-$2.72M	﹤0.01%	3926
2022 Q2	$2.64M	Sell	71,663 -120,461	-63%	-$4.77M	﹤0.01%	1719
2022 Q1	$8.02M	Buy	192,124 +183,312	+2,080%	+$7.56M	0.01%	1151
2021 Q4	$370K	Buy	+8,812	New	+$360K	﹤0.01%	4021
2021 Q2	–	Sell	-105,317	Closed	-$3.99M	–	4601
2021 Q1	$3.99M	Buy	+105,317	New	+$3.81M	﹤0.01%	2261
2014 Q4	–	Sell	-38,320	Closed	-$937K	–	4716
2014 Q3	$937K	Buy	+38,320	New	+$944K	﹤0.01%	3115

Other funds holding SPYV

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Credit Suisse's SPYV Position: Q1 2023 in Review

Credit Suisse sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 38 shares — an estimated $1.48K sold.

Credit Suisse first reported a position in SPYV in Q3 2014 and held it in 7 quarters. The position peaked at $8.02M in Q1 2022. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

Credit Suisse reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 38 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $1.48K.
Credit Suisse first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2014 and held it in 7 quarters.
Credit Suisse's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.02M in Q1 2022.
688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.