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New England Investment & Retirement Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

New England Investment & Retirement Group’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
2020
Q1 		– Sell
-273,758
Closed -$9.56M – 222
2019
Q4 		$9.56M Buy
+273,758
New +$9.15M 3.28% 10

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

New England Investment & Retirement Group's SPYV Position: Q1 2020 in Review

New England Investment & Retirement Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2020, closing a stake of 273,758 shares — an estimated $9.56M sold.

New England Investment & Retirement Group first reported a position in SPYV in Q4 2019 and held it in 1 quarter. The position peaked at $9.56M in Q4 2019. 330 funds tracked by Wall St. Rank hold SPYV as of Q1 2020.

  • New England Investment & Retirement Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 273,758 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2020, an estimated $9.56M.
  • New England Investment & Retirement Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 1 quarter.
  • New England Investment & Retirement Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $9.56M in Q4 2019.
  • 330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2020.

Based on New England Investment & Retirement Group's 13F filing for Q1 2020, filed 5 May 2020.