FFA
SPYV icon

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

First Foundation 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
2019
Q1 		– Sell
-32,295
Closed -$877K – 377
2018
Q4 		$877K Buy
+32,295
New +$950K 0.06% 198
2018
Q1 		– Sell
-44,689
Closed -$1.37M – 351
2017
Q4 		$1.37M Buy
+44,689
New +$1.34M 0.07% 148

Other funds holding SPYV

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

First Foundation Advisors's SPYV Position: Q1 2019 in Review

First Foundation Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2019, closing a stake of 32,295 shares — an estimated $877K sold.

First Foundation Advisors first reported a position in SPYV in Q4 2017 and held it in 2 quarters. The position peaked at $1.37M in Q4 2017. 233 funds tracked by Wall St. Rank hold SPYV as of Q1 2019.

  • First Foundation Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
  • First Foundation Advisors sold 32,295 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2019, an estimated $877K.
  • First Foundation Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 2 quarters.
  • First Foundation Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.37M in Q4 2017.
  • 233 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2019.

Based on First Foundation Advisors's 13F filing for Q1 2019, filed 13 May 2019.