GW
SPYV icon

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

GW & Wade’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
Q4 		$237K Buy
5,090
+31
+0.6% +$1.34K 0.01% 372
2023
Q3 		$209K Buy
+5,059
New +$219K 0.01% 380

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GW & Wade's SPYV Position: Q4 2023 in Review

GW & Wade increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.61% in Q4 2023, buying an estimated $1.34K and bringing the position to 5,090 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #372.

GW & Wade first reported a position in SPYV in Q3 2023 and has held it in 2 quarters since. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

  • GW & Wade held 5,090 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $237K as of Q4 2023.
  • GW & Wade bought 31 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2023, an estimated $1.34K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of GW & Wade's portfolio in Q4 2023, its #372 holding.
  • GW & Wade first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.