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

Prestige 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
2024
Q2 		– Sell
-315
Closed -$15.8K – 1030
2024
Q1 		$15.8K Hold
315
– – ﹤0.01% 375
2023
Q4 		$14.7K Sell
315
-385
-55% -$16.6K ﹤0.01% 377
2023
Q3 		$28.9K Hold
700
– – 0.01% 291
2023
Q2 		$30.2K Hold
700
– – 0.01% 315
2023
Q1 		$28.5K Hold
700
– – 0.01% 292
2022
Q4 		$27.2K Hold
700
– – 0.01% 314
2022
Q3 		$24K Sell
700
-500
-42% -$19K 0.01% 294
2022
Q2 		$44K Hold
1,200
– – 0.01% 248
2022
Q1 		$50K Hold
1,200
– – 0.01% 243
2021
Q4 		$50K Sell
1,200
-277
-19% -$11.3K 0.01% 262
2021
Q3 		$58K Buy
1,477
+1,200
+433% +$47.9K 0.01% 241
2021
Q2 		$11K Sell
277
-1,200
-81% -$47.4K ﹤0.01% 468
2021
Q1 		$56K Hold
1,477
– – 0.02% 243
2020
Q4 		$51K Hold
1,477
– – 0.01% 249
2020
Q3 		$45K Hold
1,477
– – 0.01% 262
2020
Q2 		$43K Sell
1,477
-10,098
-87% -$288K 0.02% 241
2020
Q1 		$299K Buy
11,575
+343
+3% +$11K 0.13% 68
2019
Q4 		$392K Sell
11,232
-60
-0.5% -$2K 0.21% 74
2019
Q3 		$361K Buy
11,292
+348
+3% +$11K 0.21% 71
2019
Q2 		$342K Sell
10,944
-634
-5% -$19.5K 0.21% 75
2019
Q1 		$350K Buy
11,578
+296
+3% +$8.72K 0.22% 86
2018
Q4 		$306K Buy
+11,282
New +$332K 0.23% 82

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Prestige Wealth Management Group's SPYV Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2024, closing a stake of 315 shares — an estimated $15.8K sold.

Prestige Wealth Management Group first reported a position in SPYV in Q4 2018 and held it in 22 quarters. The position peaked at $392K in Q4 2019. 899 funds tracked by Wall St. Rank hold SPYV as of Q2 2024.

  • Prestige Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 315 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2024, an estimated $15.8K.
  • Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 22 quarters.
  • Prestige Wealth Management Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $392K in Q4 2019.
  • 899 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.