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

JD Financial Services’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
Q4 		– Sell
-6,253
Closed -$244K – 40
2021
Q3 		$244K Sell
6,253
-752
-11% -$30K 0.22% 30
2021
Q2 		$277K Sell
7,005
-18,221
-72% -$720K 0.26% 29
2021
Q1 		$956K Buy
25,226
+4,188
+20% +$151K 1.21% 16
2020
Q4 		$723K Buy
+21,038
New +$684K 0.79% 13

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JD Financial Services's SPYV Position: Q4 2021 in Review

JD Financial Services sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2021, closing a stake of 6,253 shares — an estimated $244K sold.

JD Financial Services first reported a position in SPYV in Q4 2020 and held it in 4 quarters. The position peaked at $956K in Q1 2021. 556 funds tracked by Wall St. Rank hold SPYV as of Q4 2021.

  • JD Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
  • JD Financial Services sold 6,253 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2021, an estimated $244K.
  • JD Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and held it in 4 quarters.
  • JD Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $956K in Q1 2021.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.