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

Levy Wealth Management Group’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 Q4	–	Sell	-5,016	Closed	-$207K	–	109
2023 Q3	$207K	Buy	5,016 +8	+0.2%	+$346	0.06%	106
2023 Q2	$216K	Hold	5,008	–	–	0.06%	105
2023 Q1	$204K	Buy	+5,008	New	+$203K	0.06%	104

Other funds holding SPYV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Levy Wealth Management Group's SPYV Position: Q4 2023 in Review

Levy Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2023, closing a stake of 5,016 shares — an estimated $207K sold.

Levy Wealth Management Group first reported a position in SPYV in Q1 2023 and held it in 3 quarters. The position peaked at $216K in Q2 2023. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

Levy Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
Levy Wealth Management Group sold 5,016 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2023, an estimated $207K.
Levy Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and held it in 3 quarters.
Levy Wealth Management Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $216K in Q2 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2023.

Based on Levy Wealth Management Group's 13F filing for Q4 2023, filed 23 Jan 2024.