Financial Architects (New Jersey)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-137	Closed	-$4K	–	995
2019 Q3	$4K	Hold	137	–	–	﹤0.01%	858
2019 Q2	$4K	Hold	137	–	–	﹤0.01%	1040
2019 Q1	$4K	Hold	137	–	–	﹤0.01%	1261
2018 Q4	$4K	Hold	137	–	–	﹤0.01%	1171
2018 Q3	$4K	Hold	137	–	–	﹤0.01%	1263
2018 Q2	$4K	Hold	137	–	–	﹤0.01%	1149
2018 Q1	$4K	Buy	+137	New	+$4.21K	﹤0.01%	1267

Other funds holding SPYV

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

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Financial Architects (New Jersey)'s SPYV Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2019, closing a stake of 137 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in SPYV in Q1 2018 and held it in 7 quarters. The position peaked at $4K in Q3 2019. 353 funds tracked by Wall St. Rank hold SPYV as of Q4 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 137 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2019, an estimated $4K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and held it in 7 quarters.
Financial Architects (New Jersey)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4K in Q3 2019.
353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.