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SPYV icon

Rather & Kittrell’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-219
Closed -$9K – 264
2021
Q4 		$9K Buy
+219
New +$8.94K 0.01% 232

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Rather & Kittrell's SPYV Position: Q1 2022 in Review

Rather & Kittrell sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2022, closing a stake of 219 shares — an estimated $9K sold.

Rather & Kittrell first reported a position in SPYV in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 591 funds tracked by Wall St. Rank hold SPYV as of Q1 2022.

  • Rather & Kittrell reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 219 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2022, an estimated $9K.
  • Rather & Kittrell first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $9K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.