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SPYV icon

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

Pinnacle Wealth Management 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
2021
Q4 		– Sell
-6,030
Closed -$235K – 122
2021
Q3 		$235K Sell
6,030
-1,460
-19% -$58.3K 0.18% 108
2021
Q2 		$296K Buy
+7,490
New +$296K 0.22% 100

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Management Group's SPYV Position: Q4 2021 in Review

Pinnacle Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2021, closing a stake of 6,030 shares — an estimated $235K sold.

Pinnacle Wealth Management Group first reported a position in SPYV in Q2 2021 and held it in 2 quarters. The position peaked at $296K in Q2 2021. 556 funds tracked by Wall St. Rank hold SPYV as of Q4 2021.

  • Pinnacle Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 6,030 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2021, an estimated $235K.
  • Pinnacle Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and held it in 2 quarters.
  • Pinnacle Wealth Management Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $296K in Q2 2021.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2021.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2021, filed 15 Mar 2022.