HGWM
SPYV icon

Harvest Group Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Harvest Group Wealth Management’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
Q1 		$13.7M Buy
335,368
+956
+0.3% +$38.7K 8.49% 1
2022
Q4 		$13M Sell
334,412
-3,247
-1% -$124K 8.54% 2
2022
Q3 		$12.3M Buy
337,659
+9,008
+3% +$342K 8.21% 2
2022
Q2 		$12.7M Sell
328,651
-16,972
-5% -$672K 7.84% 2
2022
Q1 		$14.4M Buy
+345,623
New +$14.3M 8.21% 2

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
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