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

Hoover Financial 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
Q2 		$5K Hold
115
– – ﹤0.01% 548
2021
Q1 		$5K Buy
+115
New +$4.16K ﹤0.01% 495

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $424B AUM 22.96% 1-Year Est. Return

Hoover Financial Advisors's SPYV Position: Q2 2021 in Review

Hoover Financial Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q2 2021 at 115 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Hoover Financial Advisors first reported a position in SPYV in Q1 2021 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold SPYV as of Q2 2021.

  • Hoover Financial Advisors held 115 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5K as of Q2 2021.
  • Hoover Financial Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q2 2021.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #548 holding.
  • Hoover Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.