Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Householder Group Estate & Retirement Specialist’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	$101K	Sell	1,994 -27,511	-93%	-$1.46M	0.08%	151
2024 Q3	$1.56M	Buy	29,505 +2,243	+8%	+$114K	0.45%	42
2024 Q2	$1.33M	Buy	27,262 +3,683	+16%	+$180K	0.37%	50
2024 Q1	$1.18M	Buy	23,579 +3,069	+15%	+$146K	0.35%	59
2023 Q4	$956K	Sell	20,510 -1,650	-7%	-$71.2K	0.31%	65
2023 Q3	$914K	Buy	+22,160	New	+$960K	0.33%	65
2023 Q1	$336K	Buy	+8,240	New	+$334K	0.13%	154
2022 Q4	–	Sell	-4,518	Closed	-$155K	–	1033
2022 Q3	$155K	Sell	4,518 -961	-18%	-$36.5K	0.06%	205
2022 Q2	$202K	Sell	5,479 -29,442	-84%	-$1.17M	0.09%	188
2022 Q1	$1.46M	Buy	+34,921	New	+$1.44M	0.59%	41

Other funds holding SPYV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's SPYV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 93% in Q4 2024, selling an estimated $1.46M and leaving 1,994 shares worth $101K. The position accounts for 0.08% of the portfolio, ranked #151.

Householder Group Estate & Retirement Specialist first reported a position in SPYV in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,994 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $101K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 27,511 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $1.46M.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #151 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.56M 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.