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Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$582K Sell
13,941
-1,298
-9% -$53.5K 0.17% 90
2021
Q4 		$640K Buy
+15,239
New +$622K 0.21% 69

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Dixon Hughes Goodman Wealth Advisors's SPYV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.5% in Q1 2022, selling an estimated $53.5K and leaving 13,941 shares worth $582K. The position accounts for 0.17% of the portfolio, ranked #90.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPYV in Q4 2021 and has held it in 2 quarters since. The position peaked at $640K in Q4 2021. 591 funds tracked by Wall St. Rank hold SPYV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 13,941 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $582K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 1,298 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2022, an estimated $53.5K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.17% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #90 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $640K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.