Personal Wealth Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-398,931	Closed	-$16.7M	–	58
2022 Q1	$16.7M	Buy	398,931 +38,435	+11%	+$1.59M	7.27%	3
2021 Q4	$15.1M	Sell	360,496 -4,783	-1%	-$195K	6.25%	5
2021 Q3	$14.2M	Buy	365,279 +44,366	+14%	+$1.77M	6%	5
2021 Q2	$12.7M	Buy	320,913 +17,046	+6%	+$674K	5.12%	5
2021 Q1	$11.5M	Buy	303,867 +79,613	+36%	+$2.88M	5.2%	4
2020 Q4	$7.71M	Buy	224,254 +20,058	+10%	+$652K	3.61%	7
2020 Q3	$6.17M	Buy	204,196 +53,639	+36%	+$1.63M	3.23%	10
2020 Q2	$4.36M	Buy	+150,557	New	+$4.29M	2.39%	11

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

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

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

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

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

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

Personal Wealth Partners's SPYV Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2022, closing a stake of 398,931 shares — an estimated $16.7M sold.

Personal Wealth Partners first reported a position in SPYV in Q2 2020 and held it in 8 quarters. The position peaked at $16.7M in Q1 2022. 606 funds tracked by Wall St. Rank hold SPYV as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 398,931 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2022, an estimated $16.7M.
Personal Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2020 and held it in 8 quarters.
Personal Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $16.7M in Q1 2022.
606 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.