Encompass More Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
DFG
Encompass More Asset Management's SPYV Position: Q1 2025 in Review
Encompass More Asset Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 5,123 shares — an estimated $262K sold.
Encompass More Asset Management first reported a position in SPYV in Q4 2023 and held it in 2 quarters. The position peaked at $1.27M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.
- Encompass More Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
- Encompass More Asset Management sold 5,123 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $262K.
- Encompass More Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 2 quarters.
- Encompass More Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.27M in Q4 2023.
- 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.
Based on Encompass More Asset Management's 13F filing for Q1 2025, filed 9 May 2025.