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

Financial Perspectives’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
2024 Q4	–	Sell	-57	Closed	-$3.02K	–	733
2024 Q3	$3.02K	Hold	57	–	–	﹤0.01%	558
2024 Q2	$2.77K	Hold	57	–	–	﹤0.01%	552
2024 Q1	$2.83K	Buy	57 +1	+2%	+$48	﹤0.01%	549
2023 Q4	$2.62K	Hold	56	–	–	﹤0.01%	570
2023 Q3	$2.31K	Hold	56	–	–	﹤0.01%	582
2023 Q2	$2.41K	Buy	56 +1	+2%	+$41	﹤0.01%	564
2023 Q1	$2.26K	Hold	55	–	–	﹤0.01%	569
2022 Q4	$2.15K	Hold	55	–	–	﹤0.01%	578
2022 Q3	$1.89K	Hold	55	–	–	﹤0.01%	582
2022 Q2	$2.01K	Buy	55 +1	+2%	+$40	﹤0.01%	588
2022 Q1	$2.26K	Hold	54	–	–	﹤0.01%	595
2021 Q4	$2.27K	Hold	54	–	–	﹤0.01%	572
2021 Q3	$2.09K	Buy	54 +1	+2%	+$40	﹤0.01%	583
2021 Q2	$2.11K	Sell	53 -1,961	-97%	-$77.5K	﹤0.01%	604
2021 Q1	$53K	Buy	2,014 +1,961	+3,700%	+$70.9K	﹤0.01%	555
2020 Q4	$1.81K	Buy	53 +1	+2%	+$32	﹤0.01%	546
2020 Q3	$1.58K	Hold	52	–	–	﹤0.01%	509
2020 Q2	$1.51K	Hold	52	–	–	﹤0.01%	499
2020 Q1	$1.34K	Buy	52 +1	+2%	+$32	﹤0.01%	475
2019 Q4	$1.79K	Buy	+51	New	+$1.7K	﹤0.01%	461

Other funds holding SPYV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

Financial Perspectives's SPYV Position: Q4 2024 in Review

Financial Perspectives sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 57 shares — an estimated $3.02K sold.

Financial Perspectives first reported a position in SPYV in Q4 2019 and held it in 20 quarters. The position peaked at $53K in Q1 2021. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Financial Perspectives reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Financial Perspectives sold 57 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $3.02K.
Financial Perspectives first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 20 quarters.
Financial Perspectives's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $53K in Q1 2021.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Financial Perspectives's 13F filing for Q4 2024, filed 3 Feb 2025.