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

Kiley Juergens 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
2018 Q4	–	Sell	-484	Closed	-$15K	–	554
2018 Q3	$15K	Hold	484	–	–	0.01%	419
2018 Q2	$14K	Buy	+484	New	+$14.4K	0.01%	399
2018 Q1	–	Sell	-484	Closed	-$14K	–	519
2017 Q4	$14K	Buy	+484	New	+$14.5K	0.01%	420

Other funds holding SPYV

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiley Juergens Wealth Management's SPYV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2018, closing a stake of 484 shares — an estimated $15K sold.

Kiley Juergens Wealth Management first reported a position in SPYV in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 221 funds tracked by Wall St. Rank hold SPYV as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 484 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2018, an estimated $15K.
Kiley Juergens Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $15K in Q3 2018.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.