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

Ruedi Wealth Management’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 Q1	–	Sell	-27	Closed	-$1.25K	–	270
2023 Q4	$1.25K	Hold	27	–	–	﹤0.01%	218
2023 Q3	$1.11K	Hold	27	–	–	﹤0.01%	198
2023 Q2	$1.17K	Buy	+27	New	+$1.11K	﹤0.01%	202
2023 Q1	–	Hold	0	–	–	–	262

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ruedi Wealth Management's SPYV Position: Q1 2024 in Review

Ruedi Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2024, closing a stake of 27 shares — an estimated $1.25K sold.

Ruedi Wealth Management first reported a position in SPYV in Q2 2023 and held it in 3 quarters. The position peaked at $1.25K in Q4 2023. 855 funds tracked by Wall St. Rank hold SPYV as of Q1 2024.

Ruedi Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
Ruedi Wealth Management sold 27 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2024, an estimated $1.25K.
Ruedi Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and held it in 3 quarters.
Ruedi Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.25K in Q4 2023.
855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2024.

Based on Ruedi Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.