Destiny Capital Securities’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Destiny Capital Securities’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 Q3	$12M	Buy	+290,290	New	+$12.6M	9.72%	2

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Destiny Capital Securities's SPYV Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2023: 290,290 shares worth $12M. The stake represents 9.72% of the portfolio and ranks #2 among its holdings.

723 funds tracked by Wall St. Rank hold SPYV as of Q3 2023.

Destiny Capital Securities held 290,290 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12M as of Q3 2023.
State Street SPDR Portfolio S&P 500 Value ETF was a new Destiny Capital Securities position in Q3 2023.
State Street SPDR Portfolio S&P 500 Value ETF made up 9.72% of Destiny Capital Securities's portfolio in Q3 2023, its #2 holding.
723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.