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SPYV icon

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

Disciplined Investments’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
2022
Q3 		– Sell
-1,000
Closed -$37K – 1595
2022
Q2 		$37K Hold
1,000
– – 0.02% 254
2022
Q1 		$42K Hold
1,000
– – 0.02% 249
2021
Q4 		$42K Buy
+1,000
New +$40.8K 0.02% 227

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Disciplined Investments's SPYV Position: Q3 2022 in Review

Disciplined Investments sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2022, closing a stake of 1,000 shares — an estimated $37K sold.

Disciplined Investments first reported a position in SPYV in Q4 2021 and held it in 3 quarters. The position peaked at $42K in Q1 2022. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

  • Disciplined Investments reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 1,000 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $37K.
  • Disciplined Investments first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 3 quarters.
  • Disciplined Investments's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $42K in Q1 2022.
  • 601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.