FDCC
SPYV icon

Foster Dykema Cabot & Co’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$23K Hold
569
– – ﹤0.01% 194
2023
Q2 		$25K Hold
569
– – ﹤0.01% 197
2023
Q1 		$23K Buy
+569
New +$23.1K ﹤0.01% 176

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Dykema Cabot & Co's SPYV Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2023 at 569 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Foster Dykema Cabot & Co first reported a position in SPYV in Q1 2023 and has held it in 3 quarters since. The position peaked at $25K in Q2 2023. 724 funds tracked by Wall St. Rank hold SPYV as of Q3 2023.

  • Foster Dykema Cabot & Co held 569 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23K as of Q3 2023.
  • Foster Dykema Cabot & Co left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2023.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #194 holding.
  • Foster Dykema Cabot & Co first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $25K in Q2 2023.
  • 724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.