NEXT Financial Holdings’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$11K	Buy	+347	New	+$10.2K	﹤0.01%	1099

Other funds holding SPYV

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

NEXT Financial Holdings's SPYV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2019: 347 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings.

233 funds tracked by Wall St. Rank hold SPYV as of Q1 2019.

NEXT Financial Holdings held 347 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11K as of Q1 2019.
State Street SPDR Portfolio S&P 500 Value ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1099 holding.
233 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.