Platte River Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Platte River Wealth Advisors’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	$2.02M	Hold	38,281	–	–	0.54%	34
2024 Q2	$1.87M	Buy	38,281 +305	+0.8%	+$14.9K	0.52%	35
2024 Q1	$1.9M	Sell	37,976 -465	-1%	-$22.2K	0.54%	36
2023 Q4	$1.79M	Buy	38,441 +27,510	+252%	+$1.19M	0.59%	35
2023 Q3	$451K	Hold	10,931	–	–	0.17%	67
2023 Q2	$472K	Hold	10,931	–	–	0.17%	66
2023 Q1	$445K	Hold	10,931	–	–	0.17%	63
2022 Q4	$425K	Sell	10,931 -25,274	-70%	-$968K	0.18%	64
2022 Q3	$1.25M	Hold	36,205	–	–	0.56%	36
2022 Q2	$1.33M	Buy	+36,205	New	+$1.43M	0.58%	33

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

Platte River Wealth Advisors's SPYV Position: Q3 2024 in Review

Platte River Wealth Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2024 at 38,281 shares worth $2.02M. The position accounts for 0.54% of the portfolio, ranked #34.

Platte River Wealth Advisors first reported a position in SPYV in Q2 2022 and has held it in 10 quarters since. 958 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

Platte River Wealth Advisors held 38,281 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.02M as of Q3 2024.
Platte River Wealth Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.54% of Platte River Wealth Advisors's portfolio in Q3 2024, its #34 holding.
Platte River Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 10 quarters since.
958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.