IFWM
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Institute for Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-3,380
Closed -$118K – 649
2019
Q4 		$118K Buy
+3,380
New +$113K 0.03% 461

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Institute for Wealth Management's SPYV Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2020, closing a stake of 3,380 shares — an estimated $118K sold.

Institute for Wealth Management first reported a position in SPYV in Q4 2019 and held it in 1 quarter. The position peaked at $118K in Q4 2019. 330 funds tracked by Wall St. Rank hold SPYV as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 3,380 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2020, an estimated $118K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $118K in Q4 2019.
  • 330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.