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Lodestar Investment Counsel’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Lodestar Investment Counsel’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
2018
Q3 		– Sell
-22,172
Closed -$657K – 183
2018
Q2 		$657K Buy
+22,172
New +$660K 0.08% 119

Other funds holding SPYV

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
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Lodestar Investment Counsel's SPYV Position: Q3 2018 in Review

Lodestar Investment Counsel sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2018, closing a stake of 22,172 shares — an estimated $657K sold.

Lodestar Investment Counsel first reported a position in SPYV in Q2 2018 and held it in 1 quarter. The position peaked at $657K in Q2 2018. 171 funds tracked by Wall St. Rank hold SPYV as of Q3 2018.

  • Lodestar Investment Counsel reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Lodestar Investment Counsel sold 22,172 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2018, an estimated $657K.
  • Lodestar Investment Counsel first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2018 and held it in 1 quarter.
  • Lodestar Investment Counsel's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $657K in Q2 2018.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2018.

Based on Lodestar Investment Counsel's 13F filing for Q3 2018, filed 18 Oct 2018.