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

Financial Services Advisory’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
Q2 		– Sell
-90,160
Closed -$4.52M – 61
2024
Q1 		$4.52M Sell
90,160
-694
-0.8% -$33.1K 1.12% 23
2023
Q4 		$4.24M Buy
+90,854
New +$3.92M 1.21% 24

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Financial Services Advisory's SPYV Position: Q2 2024 in Review

Financial Services Advisory sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2024, closing a stake of 90,160 shares — an estimated $4.52M sold.

Financial Services Advisory first reported a position in SPYV in Q4 2023 and held it in 2 quarters. The position peaked at $4.52M in Q1 2024. 900 funds tracked by Wall St. Rank hold SPYV as of Q2 2024.

  • Financial Services Advisory reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Services Advisory sold 90,160 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2024, an estimated $4.52M.
  • Financial Services Advisory first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 2 quarters.
  • Financial Services Advisory's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.52M in Q1 2024.
  • 900 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2024.

Based on Financial Services Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.