Hoge Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Hoge Financial Services’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
2024 Q4	–	Sell	-7,983	Closed	-$422K	–	61
2024 Q3	$422K	Buy	7,983 +42	+0.5%	+$2.14K	0.32%	33
2024 Q2	$387K	Buy	7,941 +46	+0.6%	+$2.25K	0.32%	33
2024 Q1	$396K	Buy	7,895 +41	+0.5%	+$1.96K	0.32%	34
2023 Q4	$366K	Buy	+7,854	New	+$339K	0.37%	32

Other funds holding SPYV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Hoge Financial Services's SPYV Position: Q4 2024 in Review

Hoge Financial Services sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 7,983 shares — an estimated $422K sold.

Hoge Financial Services first reported a position in SPYV in Q4 2023 and held it in 4 quarters. The position peaked at $422K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Hoge Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Hoge Financial Services sold 7,983 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $422K.
Hoge Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 4 quarters.
Hoge Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $422K in Q3 2024.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Hoge Financial Services's 13F filing for Q4 2024, filed 31 Jan 2025.