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

DCM Advisors’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 Q3	–	Sell	-267	Closed	-$11K	–	320
2021 Q2	$11K	Hold	267	–	–	0.01%	230
2021 Q1	$10K	Hold	267	–	–	0.01%	229
2020 Q4	$9K	Buy	+267	New	+$8.68K	0.01%	221

Other funds holding SPYV

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

DCM Advisors's SPYV Position: Q3 2021 in Review

DCM Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2021, closing a stake of 267 shares — an estimated $11K sold.

DCM Advisors first reported a position in SPYV in Q4 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 480 funds tracked by Wall St. Rank hold SPYV as of Q3 2021.

DCM Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2021 after selling out during the quarter.
DCM Advisors sold 267 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2021, an estimated $11K.
DCM Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and held it in 3 quarters.
DCM Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11K in Q2 2021.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2021.

Based on DCM Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.