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

Financial Planners of Cleveland’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
2022
Q2 		– Sell
-6,542
Closed -$273K – 45
2022
Q1 		$273K Sell
6,542
-4,101
-39% -$169K 0.11% 47
2021
Q4 		$419K Buy
+10,643
New +$434K 0.17% 45

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Planners of Cleveland's SPYV Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2022, closing a stake of 6,542 shares — an estimated $273K sold.

Financial Planners of Cleveland first reported a position in SPYV in Q4 2021 and held it in 2 quarters. The position peaked at $419K in Q4 2021. 606 funds tracked by Wall St. Rank hold SPYV as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 6,542 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2022, an estimated $273K.
  • Financial Planners of Cleveland first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $419K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.