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National Planning Corporation’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-12,220
Closed -$356K – 535
2017
Q3 		$356K Sell
12,220
-16,424
-57% -$470K 0.03% 468
2017
Q2 		$819K Buy
+28,644
New +$807K 0.06% 294

Other funds holding SPYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's SPYV Position: Q4 2017 in Review

National Planning Corporation sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2017, closing a stake of 12,220 shares — an estimated $356K sold.

National Planning Corporation first reported a position in SPYV in Q2 2017 and held it in 2 quarters. The position peaked at $819K in Q2 2017. 102 funds tracked by Wall St. Rank hold SPYV as of Q4 2017.

  • National Planning Corporation reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 12,220 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2017, an estimated $356K.
  • National Planning Corporation first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2017 and held it in 2 quarters.
  • National Planning Corporation's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $819K in Q2 2017.
  • 102 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.