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

Reitz Capital 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
2023
Q4 		– Sell
-9,217
Closed -$379K – 43
2023
Q3 		$379K Buy
+9,217
New +$399K 0.72% 18

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Reitz Capital Advisors's SPYV Position: Q4 2023 in Review

Reitz Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2023, closing a stake of 9,217 shares — an estimated $379K sold.

Reitz Capital Advisors first reported a position in SPYV in Q3 2023 and held it in 1 quarter. The position peaked at $379K in Q3 2023. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

  • Reitz Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Reitz Capital Advisors sold 9,217 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2023, an estimated $379K.
  • Reitz Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and held it in 1 quarter.
  • Reitz Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $379K 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 Reitz Capital Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.