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RE Dickinson Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

RE Dickinson Investment 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
Q4 		$2.3K Buy
+45
New +$2.39K ﹤0.01% 212

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RE Dickinson Investment Advisors's SPYV Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024: 45 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings.

1,024 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • RE Dickinson Investment Advisors held 45 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.3K as of Q4 2024.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #212 holding.
  • 1,024 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.