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

Kings Point 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
2022 Q1	$10K	Hold	249	–	–	﹤0.01%	571
2021 Q4	$10K	Buy	+249	New	+$10.2K	﹤0.01%	635
2021 Q1	–	Sell	-1,364	Closed	-$47K	–	563
2020 Q4	$47K	Buy	+1,364	New	+$44.3K	0.01%	322

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

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

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Kings Point Capital Management's SPYV Position: Q1 2022 in Review

Kings Point Capital Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2022 at 249 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Kings Point Capital Management first reported a position in SPYV in Q4 2020 and has held it in 3 quarters since. The position peaked at $47K in Q4 2020. 591 funds tracked by Wall St. Rank hold SPYV as of Q1 2022.

Kings Point Capital Management held 249 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $10K as of Q1 2022.
Kings Point Capital Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2022.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #571 holding.
Kings Point Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 3 quarters since.
Kings Point Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $47K in Q4 2020.
591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.