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

FDx 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
2023 Q4	–	Sell	-5,382	Closed	-$222K	–	714
2023 Q3	$222K	Buy	5,382 +25	+0.5%	+$1.08K	0.02%	575
2023 Q2	$231K	Sell	5,357 -19	-0.4%	-$785	0.01%	675
2023 Q1	$209K	Hold	5,376	–	–	0.01%	698
2022 Q4	$209K	Buy	+5,376	New	+$206K	0.01%	698

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

FDx Advisors's SPYV Position: Q4 2023 in Review

FDx Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2023, closing a stake of 5,382 shares — an estimated $222K sold.

FDx Advisors first reported a position in SPYV in Q4 2022 and held it in 4 quarters. The position peaked at $231K in Q2 2023. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

FDx Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
FDx Advisors sold 5,382 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2023, an estimated $222K.
FDx Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 4 quarters.
FDx Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $231K in Q2 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.