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

Forum Financial Management’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
-254,160
Closed -$12.7M – 763
2024
Q1 		$12.7M Buy
+254,160
New +$12.1M 0.22% 31

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Forum Financial Management's SPYV Position: Q2 2024 in Review

Forum Financial Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2024, closing a stake of 254,160 shares — an estimated $12.7M sold.

Forum Financial Management first reported a position in SPYV in Q1 2024 and held it in 1 quarter. The position peaked at $12.7M in Q1 2024. 899 funds tracked by Wall St. Rank hold SPYV as of Q2 2024.

  • Forum Financial Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 254,160 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2024, an estimated $12.7M.
  • Forum Financial Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $12.7M in Q1 2024.
  • 899 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2024.

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