Meeder Asset Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Meeder Asset Management’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
2022 Q4	–	Sell	-1,666	Closed	-$57K	–	1840
2022 Q3	$57K	Buy	+1,666	New	+$63.2K	﹤0.01%	822
2022 Q2	–	Sell	-4,794	Closed	-$200K	–	2417
2022 Q1	$200K	Hold	4,794	–	–	0.01%	655
2021 Q4	$201K	Sell	4,794 -8,442	-64%	-$345K	0.02%	325
2021 Q3	$516K	Sell	13,236 -4,195	-24%	-$168K	0.03%	425
2021 Q2	$689K	Buy	17,431 +1,854	+12%	+$73.3K	0.03%	364
2021 Q1	$590K	Sell	15,577 -1,189	-7%	-$43K	0.03%	402
2020 Q4	$577K	Buy	+16,766	New	+$545K	0.13%	138

Other funds holding SPYV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Meeder Asset Management's SPYV Position: Q4 2022 in Review

Meeder Asset Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2022, closing a stake of 1,666 shares — an estimated $57K sold.

Meeder Asset Management first reported a position in SPYV in Q4 2020 and held it in 7 quarters. The position peaked at $689K in Q2 2021. 710 funds tracked by Wall St. Rank hold SPYV as of Q4 2022.

Meeder Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 1,666 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2022, an estimated $57K.
Meeder Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and held it in 7 quarters.
Meeder Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $689K in Q2 2021.
710 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.