Northwest Investment Counselors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Northwest Investment Counselors’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
2024 Q3	$137K	Buy	+2,587	New	+$132K	0.03%	171

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Investment Counselors's SPYV Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2024: 2,587 shares worth $137K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings.

958 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

Northwest Investment Counselors held 2,587 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $137K as of Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF was a new Northwest Investment Counselors position in Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Northwest Investment Counselors's portfolio in Q3 2024, its #171 holding.
958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.