Paradigm Strategies in Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Paradigm Strategies in Wealth Management’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 Q4	–	Sell	-4,000	Closed	-$211K	–	55
2024 Q3	$211K	Buy	+4,000	New	+$204K	0.13%	50
2024 Q2	–	Sell	-4,000	Closed	-$200K	–	51
2024 Q1	$200K	Buy	+4,000	New	+$191K	0.12%	49
2021 Q3	–	Sell	-4,000	Closed	-$158K	–	206
2021 Q2	$158K	Hold	4,000	–	–	0.14%	52
2021 Q1	$152K	Buy	+4,000	New	+$145K	0.15%	53

Other funds holding SPYV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Paradigm Strategies in Wealth Management's SPYV Position: Q4 2024 in Review

Paradigm Strategies in Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 4,000 shares — an estimated $211K sold.

Paradigm Strategies in Wealth Management first reported a position in SPYV in Q1 2021 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Paradigm Strategies in Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 4,000 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $211K.
Paradigm Strategies in Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and held it in 4 quarters.
Paradigm Strategies in Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $211K in Q3 2024.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.