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

Geller 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
2024 Q4	$662K	Hold	12,938	–	–	0.04%	102
2024 Q3	$684K	Hold	12,938	–	–	0.05%	102
2024 Q2	$631K	Hold	12,938	–	–	0.05%	114
2024 Q1	$648K	Hold	12,938	–	–	0.05%	107
2023 Q4	$603K	Hold	12,938	–	–	0.06%	105
2023 Q3	$534K	Hold	12,938	–	–	0.06%	107
2023 Q2	$559K	Buy	+12,938	New	+$534K	0.07%	101

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geller Advisors's SPYV Position: Q4 2024 in Review

Geller Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q4 2024 at 12,938 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #102.

Geller Advisors first reported a position in SPYV in Q2 2023 and has held it in 7 quarters since. The position peaked at $684K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Geller Advisors held 12,938 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $662K as of Q4 2024.
Geller Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #102 holding.
Geller Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 7 quarters since.
Geller Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $684K in Q3 2024.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.