EFS
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Econ Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Econ Financial Services’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
-123,888
Closed -$4.56M – 102
2022
Q2 		$4.56M Sell
123,888
-1,381
-1% -$54.7K 3.68% 5
2022
Q1 		$5.23M Buy
125,269
+22,534
+22% +$929K 3.87% 6
2021
Q4 		$4.32M Buy
+102,735
New +$4.19M 3.18% 7

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

Econ Financial Services's SPYV Position: Q3 2022 in Review

Econ Financial Services sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2022, closing a stake of 123,888 shares — an estimated $4.56M sold.

Econ Financial Services first reported a position in SPYV in Q4 2021 and held it in 3 quarters. The position peaked at $5.23M in Q1 2022. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

  • Econ Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Econ Financial Services sold 123,888 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $4.56M.
  • Econ Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.23M 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 Econ Financial Services's 13F filing for Q3 2022, filed 5 Oct 2022.