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

Harborview 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
2021 Q3	$1.74M	Sell	44,577 -415	-0.9%	-$16.6K	0.97%	21
2021 Q2	$1.78M	Sell	44,992 -2,196	-5%	-$86.8K	1%	21
2021 Q1	$1.79M	Buy	47,188 +2,002	+4%	+$72.4K	1.08%	21
2020 Q4	$1.55M	Sell	45,186 -4,039	-8%	-$131K	1.04%	21
2020 Q3	$1.49M	Sell	49,225 -258	-0.5%	-$7.84K	1.13%	18
2020 Q2	$1.43M	Buy	49,483 +28,182	+132%	+$803K	1.19%	18
2020 Q1	$550K	Buy	+21,301	New	+$680K	0.55%	39

Other funds holding SPYV

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Harborview Advisors's SPYV Position: Q3 2021 in Review

Harborview Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.92% in Q3 2021, selling an estimated $16.6K and leaving 44,577 shares worth $1.74M. The position accounts for 0.97% of the portfolio, ranked #21.

Harborview Advisors first reported a position in SPYV in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2021. 480 funds tracked by Wall St. Rank hold SPYV as of Q3 2021.

Harborview Advisors held 44,577 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.74M as of Q3 2021.
Harborview Advisors sold 415 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2021, an estimated $16.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.97% of Harborview Advisors's portfolio in Q3 2021, its #21 holding.
Harborview Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and has held it in 7 quarters since.
Harborview Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.79M in Q1 2021.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.