PWM
SPYV icon

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

Praetorian 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
Q4 		– Sell
-10,233
Closed -$422K – 59
2023
Q3 		$422K Buy
+10,233
New +$443K 0.13% 36

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Praetorian Wealth Management's SPYV Position: Q4 2023 in Review

Praetorian Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2023, closing a stake of 10,233 shares — an estimated $422K sold.

Praetorian Wealth Management first reported a position in SPYV in Q3 2023 and held it in 1 quarter. The position peaked at $422K in Q3 2023. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

  • Praetorian Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Praetorian Wealth Management sold 10,233 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2023, an estimated $422K.
  • Praetorian Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and held it in 1 quarter.
  • Praetorian Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $422K in Q3 2023.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2023.

Based on Praetorian Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.