LVZ Inc’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

LVZ Inc’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
2020 Q1	–	Sell	-46,492	Closed	-$1.62M	–	91
2019 Q4	$1.62M	Sell	46,492 -955	-2%	-$31.9K	0.32%	28
2019 Q3	$1.52M	Sell	47,447 -2,112	-4%	-$66.5K	0.33%	25
2019 Q2	$1.55M	Buy	49,559 +4,616	+10%	+$142K	0.35%	21
2019 Q1	$1.36M	Buy	44,943 +8,357	+23%	+$246K	0.32%	22
2018 Q4	$994K	Buy	36,586 +3,150	+9%	+$92.6K	0.28%	28
2018 Q3	$1.01M	Buy	33,436 +2,463	+8%	+$76K	0.25%	30
2018 Q2	$918K	Buy	30,973 +7,687	+33%	+$229K	0.23%	30
2018 Q1	$685K	Buy	+23,286	New	+$715K	0.19%	35

Other funds holding SPYV

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

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

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

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

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

LVZ Inc's SPYV Position: Q1 2020 in Review

LVZ Inc sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2020, closing a stake of 46,492 shares — an estimated $1.62M sold.

LVZ Inc first reported a position in SPYV in Q1 2018 and held it in 8 quarters. The position peaked at $1.62M in Q4 2019. 330 funds tracked by Wall St. Rank hold SPYV as of Q1 2020.

LVZ Inc reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
LVZ Inc sold 46,492 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2020, an estimated $1.62M.
LVZ Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and held it in 8 quarters.
LVZ Inc's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.62M in Q4 2019.
330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2020.

Based on LVZ Inc's 13F filing for Q1 2020, filed 20 Apr 2020.