J. Arnold Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

J. Arnold 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
2023 Q1	–	Sell	-519	Closed	-$20.2K	–	79
2022 Q4	$20.2K	Buy	+519	New	+$19.9K	0.01%	69
2021 Q3	–	Sell	-687	Closed	-$27K	–	104
2021 Q2	$27K	Buy	687 +4	+0.6%	+$158	0.01%	75
2021 Q1	$26K	Buy	683 +4	+0.6%	+$145	0.01%	67
2020 Q4	$23K	Buy	679 +4	+0.6%	+$130	0.01%	65
2020 Q3	$20K	Buy	675 +5	+0.7%	+$152	0.01%	53
2020 Q2	$19K	Buy	670 +5	+0.8%	+$143	0.02%	57
2020 Q1	$17K	Sell	665 -805	-55%	-$25.7K	0.05%	25
2019 Q4	$51K	Buy	+1,470	New	+$49.1K	0.07%	69

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

J. Arnold Wealth Management's SPYV Position: Q1 2023 in Review

J. Arnold Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 519 shares — an estimated $20.2K sold.

J. Arnold Wealth Management first reported a position in SPYV in Q4 2019 and held it in 8 quarters. The position peaked at $51K in Q4 2019. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

J. Arnold Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 519 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $20.2K.
J. Arnold Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 8 quarters.
J. Arnold Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $51K in Q4 2019.
688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on J. Arnold Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.