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Morton Brown Family Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Morton Brown Family 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
2022
Q1 		– Sell
-939
Closed -$39K – 204
2021
Q4 		$39K Buy
+939
New +$38.3K 0.03% 82

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Morton Brown Family Wealth's SPYV Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2022, closing a stake of 939 shares — an estimated $39K sold.

Morton Brown Family Wealth first reported a position in SPYV in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 591 funds tracked by Wall St. Rank hold SPYV as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 939 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2022, an estimated $39K.
  • Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $39K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.