RBC
SPYV icon

Romano Brothers & Co’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-1,354
Closed -$52.7K – 883
2022
Q4 		$52.7K Buy
+1,354
New +$51.9K 0.01% 463

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Romano Brothers & Co's SPYV Position: Q1 2023 in Review

Romano Brothers & Co sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 1,354 shares — an estimated $52.7K sold.

Romano Brothers & Co first reported a position in SPYV in Q4 2022 and held it in 1 quarter. The position peaked at $52.7K in Q4 2022. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

  • Romano Brothers & Co reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,354 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $52.7K.
  • Romano Brothers & Co first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $52.7K in Q4 2022.
  • 688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.