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

Peterson Financial Group’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	$6.36K	Buy	+120	New	+$6.11K	0.02%	263

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 $374B AUM 17.66% 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

Peterson Financial Group's SPYV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2024: 120 shares worth $6.36K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

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

Peterson Financial Group held 120 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.36K as of Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF was a new Peterson Financial Group position in Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #263 holding.
958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.