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Sargent Bickham Lagudis’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$25.3K Buy
651
+4
+0.6% +$153 ﹤0.01% 561
2022
Q3 		$22K Buy
647
+4
+0.6% +$152 ﹤0.01% 556
2022
Q2 		$24K Buy
+643
New +$25.5K ﹤0.01% 558

Other funds holding SPYV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sargent Bickham Lagudis's SPYV Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.62% in Q4 2022, buying an estimated $153 and bringing the position to 651 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Sargent Bickham Lagudis first reported a position in SPYV in Q2 2022 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold SPYV as of Q4 2022.

  • Sargent Bickham Lagudis held 651 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $25.3K as of Q4 2022.
  • Sargent Bickham Lagudis bought 4 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2022, an estimated $153.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #561 holding.
  • Sargent Bickham Lagudis first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.