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

HCR Wealth 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
2020
Q2 		– Sell
-400
Closed -$10K – 262
2020
Q1 		$10K Hold
400
– – ﹤0.01% 211
2019
Q4 		$14K Buy
+400
New +$13.4K ﹤0.01% 204

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

HCR Wealth Advisors's SPYV Position: Q2 2020 in Review

HCR Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2020, closing a stake of 400 shares — an estimated $10K sold.

HCR Wealth Advisors first reported a position in SPYV in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 332 funds tracked by Wall St. Rank hold SPYV as of Q2 2020.

  • HCR Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 400 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2020, an estimated $10K.
  • HCR Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 2 quarters.
  • HCR Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $14K in Q4 2019.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2020.

Based on HCR Wealth Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.