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

Running Point 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 Q2	–	Sell	-92	Closed	-$3.75K	–	156
2023 Q1	$3.75K	Hold	92	–	–	﹤0.01%	138
2022 Q4	$3.58K	Hold	92	–	–	﹤0.01%	199
2022 Q3	$3K	Hold	92	–	–	﹤0.01%	213
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	222
2022 Q1	$4K	Hold	92	–	–	﹤0.01%	211
2021 Q4	$4K	Buy	+92	New	+$3.75K	﹤0.01%	114

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Running Point Capital Advisors's SPYV Position: Q2 2023 in Review

Running Point Capital Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023, closing a stake of 92 shares — an estimated $3.75K sold.

Running Point Capital Advisors first reported a position in SPYV in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

Running Point Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Running Point Capital Advisors sold 92 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $3.75K.
Running Point Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and held it in 6 quarters.
Running Point Capital Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4K in Q1 2022.
720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on Running Point Capital Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.