RWB
SPYV icon

RMR Wealth Builders’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-478
Closed -$18K – 634
2021
Q1 		$18K Buy
+478
New +$17.3K ﹤0.01% 531

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
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RMR Wealth Builders's SPYV Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2021, closing a stake of 478 shares — an estimated $18K sold.

RMR Wealth Builders first reported a position in SPYV in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 473 funds tracked by Wall St. Rank hold SPYV as of Q2 2021.

  • RMR Wealth Builders reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 478 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2021, an estimated $18K.
  • RMR Wealth Builders first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $18K in Q1 2021.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.