Register Financial Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,385	Closed	-$73.2K	–	305
2024 Q3	$73.2K	Hold	1,385	–	–	0.04%	223
2024 Q2	$67.5K	Hold	1,385	–	–	0.03%	318
2024 Q1	$69.4K	Hold	1,385	–	–	0.04%	307
2023 Q4	$64.6K	Hold	1,385	–	–	0.04%	203
2023 Q3	$57.2K	Hold	1,385	–	–	0.04%	251
2023 Q2	$59.8K	Hold	1,385	–	–	0.04%	249
2023 Q1	$56.4K	Hold	1,385	–	–	0.04%	234
2022 Q4	$53.9K	Buy	+1,385	New	+$53.1K	0.03%	360

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

Register Financial Advisors's SPYV Position: Q4 2024 in Review

Register Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 1,385 shares — an estimated $73.2K sold.

Register Financial Advisors first reported a position in SPYV in Q4 2022 and held it in 8 quarters. The position peaked at $73.2K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Register Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Register Financial Advisors sold 1,385 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $73.2K.
Register Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 8 quarters.
Register Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $73.2K in Q3 2024.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Register Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.