LWM
SPYV icon

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

Laidlaw 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
Q3 		– Sell
-10,530
Closed -$455K – 363
2023
Q2 		$455K Sell
10,530
-539
-5% -$22.3K 0.09% 210
2023
Q1 		$451K Sell
11,069
-1,112
-9% -$45.1K 0.09% 213
2022
Q4 		$474K Sell
12,181
-3,371
-22% -$129K 0.1% 201
2022
Q3 		$536K Buy
15,552
+2,114
+16% +$80.2K 0.13% 169
2022
Q2 		$495K Buy
13,438
+1,608
+14% +$63.7K 0.1% 198
2022
Q1 		$494K Sell
11,830
-979
-8% -$40.4K 0.08% 218
2021
Q4 		$538K Buy
12,809
+776
+6% +$31.7K 0.09% 215
2021
Q3 		$469K Buy
12,033
+5,688
+90% +$227K 0.12% 159
2021
Q2 		$251K Buy
+6,345
New +$251K 0.06% 212

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laidlaw Wealth Management's SPYV Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2023, closing a stake of 10,530 shares — an estimated $455K sold.

Laidlaw Wealth Management first reported a position in SPYV in Q2 2021 and held it in 9 quarters. The position peaked at $538K in Q4 2021. 724 funds tracked by Wall St. Rank hold SPYV as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,530 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2023, an estimated $455K.
  • Laidlaw Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and held it in 9 quarters.
  • Laidlaw Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $538K in Q4 2021.
  • 724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.