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

Novak Financial Planning’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
2021 Q2	$2.28M	Buy	+57,597	New	+$2.28M	1.11%	27

Other funds holding SPYV

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

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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Novak Financial Planning's SPYV Position: Q2 2021 in Review

Novak Financial Planning opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2021: 57,597 shares worth $2.28M. The stake represents 1.11% of the portfolio and ranks #27 among its holdings.

473 funds tracked by Wall St. Rank hold SPYV as of Q2 2021.

Novak Financial Planning held 57,597 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.28M as of Q2 2021.
State Street SPDR Portfolio S&P 500 Value ETF was a new Novak Financial Planning position in Q2 2021.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.11% of Novak Financial Planning's portfolio in Q2 2021, its #27 holding.
473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.