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MB Generational Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

MB Generational Wealth’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
2024
Q4 		– Sell
-6,227
Closed -$329K – 58
2024
Q3 		$329K Hold
6,227
– – 0.24% 39
2024
Q2 		$304K Sell
6,227
-2,413
-28% -$118K 0.24% 37
2024
Q1 		$327K Buy
8,640
+2,209
+34% +$105K 0.26% 35
2023
Q4 		$300K Buy
+6,431
New +$277K 0.28% 36

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MB Generational Wealth's SPYV Position: Q4 2024 in Review

MB Generational Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 6,227 shares — an estimated $329K sold.

MB Generational Wealth first reported a position in SPYV in Q4 2023 and held it in 4 quarters. The position peaked at $329K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • MB Generational Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • MB Generational Wealth sold 6,227 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $329K.
  • MB Generational Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 4 quarters.
  • MB Generational Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $329K in Q3 2024.
  • 1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on MB Generational Wealth's 13F filing for Q4 2024, filed 4 Feb 2025.