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

Crown Wealth Group’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
-5,364
Closed -$209K – 80
2022
Q4 		$209K Buy
+5,364
New +$205K 0.2% 63
2022
Q3 		– Sell
-6,889
Closed -$254K – 70
2022
Q2 		$254K Sell
6,889
-15,273
-69% -$605K 0.23% 56
2022
Q1 		$925K Buy
+22,162
New +$914K 0.64% 35

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crown Wealth Group's SPYV Position: Q1 2023 in Review

Crown Wealth Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 5,364 shares — an estimated $209K sold.

Crown Wealth Group first reported a position in SPYV in Q1 2022 and held it in 3 quarters. The position peaked at $925K in Q1 2022. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

  • Crown Wealth Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Crown Wealth Group sold 5,364 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $209K.
  • Crown Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 3 quarters.
  • Crown Wealth Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $925K 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 Crown Wealth Group's 13F filing for Q1 2023, filed 28 Apr 2023.