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SPYV icon

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

Girard Partners’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
2018
Q4 		– Sell
-250
Closed -$7K – 737
2018
Q3 		$7K Buy
+250
New +$7.71K ﹤0.01% 803

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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Girard Partners's SPYV Position: Q4 2018 in Review

Girard Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2018, closing a stake of 250 shares — an estimated $7K sold.

Girard Partners first reported a position in SPYV in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 221 funds tracked by Wall St. Rank hold SPYV as of Q4 2018.

  • Girard Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 250 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2018, an estimated $7K.
  • Girard Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7K in Q3 2018.
  • 221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.