NFP Retirement Inc’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

NFP Retirement Inc’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 Q3	–	Sell	-6,778	Closed	-$250K	–	233
2022 Q2	$250K	Buy	6,778 +1,690	+33%	+$66.9K	0.06%	198
2022 Q1	$212K	Buy	+5,088	New	+$210K	0.05%	206
2021 Q3	–	Sell	-5,424	Closed	-$214K	–	143
2021 Q2	$214K	Buy	+5,424	New	+$214K	0.08%	126
2020 Q1	–	Sell	-14,905	Closed	-$519K	–	88
2019 Q4	$519K	Buy	+14,905	New	+$498K	0.48%	45

Other funds holding SPYV

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NFP Retirement Inc's SPYV Position: Q3 2022 in Review

NFP Retirement Inc sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2022, closing a stake of 6,778 shares — an estimated $250K sold.

NFP Retirement Inc first reported a position in SPYV in Q4 2019 and held it in 4 quarters. The position peaked at $519K in Q4 2019. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

NFP Retirement Inc reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
NFP Retirement Inc sold 6,778 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $250K.
NFP Retirement Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 4 quarters.
NFP Retirement Inc's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $519K in Q4 2019.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

Based on NFP Retirement Inc's 13F filing for Q3 2022, filed 13 Feb 2025.