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

Sanctuary 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
Q4 		$31.1K Buy
608
+99
+19% +$5.27K 0.02% 114
2024
Q3 		$26.9K Hold
509
– – 0.02% 131
2024
Q2 		$24.8K Buy
+509
New +$24.9K 0.02% 119

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Wealth Management's SPYV Position: Q4 2024 in Review

Sanctuary Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q4 2024, buying an estimated $5.27K and bringing the position to 608 shares worth $31.1K. The position accounts for 0.02% of the portfolio, ranked #114.

Sanctuary Wealth Management first reported a position in SPYV in Q2 2024 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • Sanctuary Wealth Management held 608 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $31.1K as of Q4 2024.
  • Sanctuary Wealth Management bought 99 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $5.27K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #114 holding.
  • Sanctuary Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.