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

Defined Wealth Management’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
Q1 		– Sell
-15
Closed -$1K – 182
2020
Q4 		$1K Buy
+15
New +$487 ﹤0.01% 213

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Defined Wealth Management's SPYV Position: Q1 2021 in Review

Defined Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Defined Wealth Management first reported a position in SPYV in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 434 funds tracked by Wall St. Rank hold SPYV as of Q1 2021.

  • Defined Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 15 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2021, an estimated $1K.
  • Defined Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1K in Q4 2020.
  • 434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.