O'Donnell Financial Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

O'Donnell Financial Services’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	-7,026	Closed	-$259K	–	35
2022 Q2	$259K	Buy	+7,026	New	+$278K	0.21%	29

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

O'Donnell Financial Services's SPYV Position: Q3 2022 in Review

O'Donnell Financial Services sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2022, closing a stake of 7,026 shares — an estimated $259K sold.

O'Donnell Financial Services first reported a position in SPYV in Q2 2022 and held it in 1 quarter. The position peaked at $259K in Q2 2022. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

O'Donnell Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
O'Donnell Financial Services sold 7,026 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $259K.
O'Donnell Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and held it in 1 quarter.
O'Donnell Financial Services's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $259K in Q2 2022.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

Based on O'Donnell Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.