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

Imprint Wealth’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 Q1	$763K	Buy	+15,322	New	+$730K	0.19%	112

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Imprint Wealth's SPYV Position: Q1 2024 in Review

Imprint Wealth opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2024: 15,322 shares worth $763K. The stake represents 0.19% of the portfolio and ranks #112 among its holdings.

855 funds tracked by Wall St. Rank hold SPYV as of Q1 2024.

Imprint Wealth held 15,322 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $763K as of Q1 2024.
State Street SPDR Portfolio S&P 500 Value ETF was a new Imprint Wealth position in Q1 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.19% of Imprint Wealth's portfolio in Q1 2024, its #112 holding.
855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.