KCM
SPYV icon

Karp Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Karp Capital 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
2021
Q3 		– Sell
-5,151
Closed -$204K – 178
2021
Q2 		$204K Buy
+5,151
New +$204K 0.03% 163

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Karp Capital Management's SPYV Position: Q3 2021 in Review

Karp Capital Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2021, closing a stake of 5,151 shares — an estimated $204K sold.

Karp Capital Management first reported a position in SPYV in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 480 funds tracked by Wall St. Rank hold SPYV as of Q3 2021.

  • Karp Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Karp Capital Management sold 5,151 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2021, an estimated $204K.
  • Karp Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and held it in 1 quarter.
  • Karp Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $204K in Q2 2021.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2021.

Based on Karp Capital Management's 13F filing for Q3 2021, filed 26 Oct 2021.