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

EisnerAmper Wealth Management Corporate Benefits’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 Q2	–	Sell	-23,318	Closed	-$950K	–	62
2023 Q1	$950K	Buy	23,318 +3,678	+19%	+$149K	0.46%	37
2022 Q4	$764K	Buy	+19,640	New	+$752K	0.39%	37
2022 Q2	–	Sell	-47,091	Closed	-$1.97M	–	51
2022 Q1	$1.97M	Buy	+47,091	New	+$1.94M	0.94%	28

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's SPYV Position: Q2 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023, closing a stake of 23,318 shares — an estimated $950K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SPYV in Q1 2022 and held it in 3 quarters. The position peaked at $1.97M in Q1 2022. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 23,318 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $950K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 3 quarters.
EisnerAmper Wealth Management Corporate Benefits's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.97M in Q1 2022.
720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2023, filed 11 Jul 2023.