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

Polaris Wealth Advisory 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
2019 Q4	–	Sell	-87,961	Closed	-$2.72M	–	181
2019 Q3	$2.72M	Buy	87,961 +716	+0.8%	+$22.5K	0.22%	77
2019 Q2	$2.75M	Buy	87,245 +1,340	+2%	+$41.2K	0.21%	71
2019 Q1	$2.63M	Buy	85,905 +1,211	+1%	+$35.7K	0.2%	78
2018 Q4	$2.3M	Sell	84,694 -25	-0%	-$735	0.22%	68
2018 Q3	$2.64M	Buy	84,719 +1,418	+2%	+$43.8K	0.18%	81
2018 Q2	$2.45M	Hold	83,301	–	–	0.21%	72
2018 Q1	$2.45M	Buy	+83,301	New	+$2.56M	0.2%	74

Other funds holding SPYV

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Polaris Wealth Advisory Group's SPYV Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2019, closing a stake of 87,961 shares — an estimated $2.72M sold.

Polaris Wealth Advisory Group first reported a position in SPYV in Q1 2018 and held it in 7 quarters. The position peaked at $2.75M in Q2 2019. 353 funds tracked by Wall St. Rank hold SPYV as of Q4 2019.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 87,961 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2019, an estimated $2.72M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and held it in 7 quarters.
Polaris Wealth Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.75M in Q2 2019.
353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.