LMIM
SPYV icon

Lockheed Martin Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lockheed Martin Investment 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
2016
Q2 		– Sell
-196,436
Closed -$4.79M – 118
2016
Q1 		$4.79M Buy
+196,436
New +$4.54M 0.46% 32

Other funds holding SPYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Lockheed Martin Investment Management's SPYV Position: Q2 2016 in Review

Lockheed Martin Investment Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2016, closing a stake of 196,436 shares — an estimated $4.79M sold.

Lockheed Martin Investment Management first reported a position in SPYV in Q1 2016 and held it in 1 quarter. The position peaked at $4.79M in Q1 2016. 46 funds tracked by Wall St. Rank hold SPYV as of Q2 2016.

  • Lockheed Martin Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2016 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 196,436 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2016, an estimated $4.79M.
  • Lockheed Martin Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2016 and held it in 1 quarter.
  • Lockheed Martin Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.79M in Q1 2016.
  • 46 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2016.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2016, filed 10 Aug 2016.