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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q1 		– Sell
-817
Closed -$31.8K – 611
2022
Q4 		$31.8K Hold
817
– – ﹤0.01% 440
2022
Q3 		$28K Hold
817
– – ﹤0.01% 471
2022
Q2 		$30K Buy
817
+33
+4% +$1.31K ﹤0.01% 477
2022
Q1 		$33K Buy
+784
New +$32.3K ﹤0.01% 478

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

Loring Wolcott & Coolidge Fiduciary Advisors's SPYV Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 817 shares — an estimated $31.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPYV in Q1 2022 and held it in 4 quarters. The position peaked at $33K in Q1 2022. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 817 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $31.8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $33K in Q1 2022.
  • 688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.