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

Merriman Wealth 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
2024 Q4	–	Sell	-124,307	Closed	-$6.57M	–	228
2024 Q3	$6.57M	Sell	124,307 -5,514	-4%	-$281K	0.27%	39
2024 Q2	$6.33M	Sell	129,821 -2,328	-2%	-$114K	0.28%	37
2024 Q1	$6.62M	Sell	132,149 -2,733	-2%	-$130K	0.3%	36
2023 Q4	$6.29M	Buy	+134,882	New	+$5.82M	0.31%	39

Other funds holding SPYV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Merriman Wealth Management's SPYV Position: Q4 2024 in Review

Merriman Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 124,307 shares — an estimated $6.57M sold.

Merriman Wealth Management first reported a position in SPYV in Q4 2023 and held it in 4 quarters. The position peaked at $6.62M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Merriman Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Merriman Wealth Management sold 124,307 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $6.57M.
Merriman Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 4 quarters.
Merriman Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6.62M in Q1 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 Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.