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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harvest Group Wealth Management's SPYV Position: Q1 2023 in Review

Harvest Group Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.29% in Q1 2023, buying an estimated $38.7K and bringing the position to 335,368 shares worth $13.7M. The position accounts for 8.49% of the portfolio, ranked #1.

Harvest Group Wealth Management first reported a position in SPYV in Q1 2022 and has held it in 5 quarters since. The position peaked at $14.4M in Q1 2022. 687 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

Harvest Group Wealth Management held 335,368 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $13.7M as of Q1 2023.
Harvest Group Wealth Management bought 956 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $38.7K.
State Street SPDR Portfolio S&P 500 Value ETF made up 8.49% of Harvest Group Wealth Management's portfolio in Q1 2023, its #1 holding.
Harvest Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 5 quarters since.
Harvest Group Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14.4M in Q1 2022.
687 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.