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McKinley Carter Wealth Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-4,652
Closed -$217K – 309
2023
Q4 		$217K Buy
+4,652
New +$201K 0.02% 289
2021
Q3 		– Sell
-5,616
Closed -$222K – 293
2021
Q2 		$222K Sell
5,616
-187
-3% -$7.39K 0.02% 269
2021
Q1 		$220K Sell
5,803
-611
-10% -$22.1K 0.02% 273
2020
Q4 		$220K Buy
+6,414
New +$208K 0.03% 243
2020
Q1 		– Sell
-2,731
Closed -$95K – 175
2019
Q4 		$95K Buy
+2,731
New +$91.3K 0.02% 171
2019
Q3 		– Sell
-21,789
Closed -$682K – 165
2019
Q2 		$682K Sell
21,789
-242
-1% -$7.45K 0.18% 93
2019
Q1 		$667K Buy
22,031
+1,669
+8% +$49.2K 0.19% 94
2018
Q4 		$553K Buy
20,362
+1,062
+6% +$31.2K 0.18% 96
2018
Q3 		$601K Buy
19,300
+5,049
+35% +$156K 0.18% 92
2018
Q2 		$422K Buy
14,251
+1,186
+9% +$35.3K 0.14% 106
2018
Q1 		$384K Buy
13,065
+3,669
+39% +$113K 0.13% 113
2017
Q4 		$288K Buy
+9,396
New +$281K 0.1% 131

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's SPYV Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2024, closing a stake of 4,652 shares — an estimated $217K sold.

McKinley Carter Wealth Services first reported a position in SPYV in Q4 2017 and held it in 12 quarters. The position peaked at $682K in Q2 2019. 855 funds tracked by Wall St. Rank hold SPYV as of Q1 2024.

  • McKinley Carter Wealth Services reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,652 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2024, an estimated $217K.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 12 quarters.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $682K in Q2 2019.
  • 855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.