Lighthouse Financial Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lighthouse Financial Advisors’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
2021 Q1	$4.99M	Sell	131,743 -230	-0.2%	-$8.32K	1.51%	10
2020 Q4	$4.54M	Sell	131,973 -78	-0.1%	-$2.54K	1.54%	10
2020 Q3	$3.99M	Buy	132,051 +1,246	+1%	+$37.9K	1.52%	9
2020 Q2	$3.76M	Buy	130,805 +3,349	+3%	+$95.5K	1.59%	9
2020 Q1	$3.29M	Buy	127,456 +5,104	+4%	+$163K	2.01%	8
2019 Q4	$4.27M	Buy	+122,352	New	+$4.09M	2.01%	7

Other funds holding SPYV

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

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

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

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

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

Lighthouse Financial Advisors's SPYV Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.17% in Q1 2021, selling an estimated $8.32K and leaving 131,743 shares worth $4.99M. The position accounts for 1.51% of the portfolio, ranked #10.

Lighthouse Financial Advisors first reported a position in SPYV in Q4 2019 and has held it in 6 quarters since. 434 funds tracked by Wall St. Rank hold SPYV as of Q1 2021.

Lighthouse Financial Advisors held 131,743 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.99M as of Q1 2021.
Lighthouse Financial Advisors sold 230 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2021, an estimated $8.32K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.51% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #10 holding.
Lighthouse Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 6 quarters since.
434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.