FAG
SPYV icon

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

Fortitude Advisory Group’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
-495
Closed -$21K – 1135
2022
Q1 		$21K Hold
495
– – 0.01% 818
2021
Q4 		$21K Buy
+495
New +$20.2K 0.01% 834

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 $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fortitude Advisory Group's SPYV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2022, closing a stake of 495 shares — an estimated $21K sold.

Fortitude Advisory Group first reported a position in SPYV in Q4 2021 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 606 funds tracked by Wall St. Rank hold SPYV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 495 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2022, an estimated $21K.
  • Fortitude Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21K in Q1 2022.
  • 606 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.