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Lawrence B. Cohen’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lawrence B. Cohen’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
Q1 		– Sell
-72,950
Closed -$2.84M – 85
2022
Q4 		$2.84M Buy
+72,950
New +$2.79M 1.48% 17

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
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
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

Lawrence B. Cohen's SPYV Position: Q1 2023 in Review

Lawrence B. Cohen sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 72,950 shares — an estimated $2.84M sold.

Lawrence B. Cohen first reported a position in SPYV in Q4 2022 and held it in 1 quarter. The position peaked at $2.84M in Q4 2022. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

  • Lawrence B. Cohen reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Lawrence B. Cohen sold 72,950 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $2.84M.
  • Lawrence B. Cohen first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 1 quarter.
  • Lawrence B. Cohen's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.84M in Q4 2022.
  • 688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Lawrence B. Cohen's 13F filing for Q1 2023, filed 11 May 2023.