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

Destination 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
2019
Q3 		– Sell
-216
Closed -$7K – 449
2019
Q2 		$7K Buy
+216
New +$6.65K ﹤0.01% 462

Other funds holding SPYV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Destination Wealth Management's SPYV Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2019, closing a stake of 216 shares — an estimated $7K sold.

Destination Wealth Management first reported a position in SPYV in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 271 funds tracked by Wall St. Rank hold SPYV as of Q3 2019.

  • Destination Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 216 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2019, an estimated $7K.
  • Destination Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7K in Q2 2019.
  • 271 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.