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

Peterson 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
2023 Q3	–	Sell	-36,283	Closed	-$1.57M	–	71
2023 Q2	$1.57M	Sell	36,283 -13,832	-28%	-$571K	1.24%	21
2023 Q1	$2.04M	Sell	50,115 -420	-0.8%	-$17K	1.95%	14
2022 Q4	$1.97M	Buy	50,535 +494	+1%	+$18.9K	2%	13
2022 Q3	$1.73M	Buy	50,041 +4,235	+9%	+$161K	1.61%	18
2022 Q2	$1.69M	Sell	45,806 -3,287	-7%	-$130K	2.18%	13
2022 Q1	$2.05M	Buy	49,093 +1,657	+3%	+$68.3K	1.38%	22
2021 Q4	$1.99M	Buy	47,436 +2,886	+6%	+$118K	1.33%	28
2021 Q3	$1.74M	Sell	44,550 -359	-0.8%	-$14.3K	1.35%	27
2021 Q2	$1.78M	Buy	+44,909	New	+$1.78M	1.39%	23

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Peterson Wealth Management's SPYV Position: Q3 2023 in Review

Peterson Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2023, closing a stake of 36,283 shares — an estimated $1.57M sold.

Peterson Wealth Management first reported a position in SPYV in Q2 2021 and held it in 9 quarters. The position peaked at $2.05M in Q1 2022. 724 funds tracked by Wall St. Rank hold SPYV as of Q3 2023.

Peterson Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
Peterson Wealth Management sold 36,283 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2023, an estimated $1.57M.
Peterson Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and held it in 9 quarters.
Peterson Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.05M in Q1 2022.
724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2023.

Based on Peterson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.