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

SeaCrest 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
2022 Q3	–	Sell	-981	Closed	-$36K	–	1402
2022 Q2	$36K	Buy	+981	New	+$38.8K	﹤0.01%	1261
2019 Q2	–	Sell	-157	Closed	-$5K	–	1660
2019 Q1	$5K	Hold	157	–	–	﹤0.01%	1732
2018 Q4	$4K	Sell	157 -629	-80%	-$18.5K	﹤0.01%	1777
2018 Q3	$24K	Buy	+786	New	+$24.3K	﹤0.01%	1311

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SeaCrest Wealth Management's SPYV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2022, closing a stake of 981 shares — an estimated $36K sold.

SeaCrest Wealth Management first reported a position in SPYV in Q3 2018 and held it in 4 quarters. The position peaked at $36K in Q2 2022. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 981 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $36K.
SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and held it in 4 quarters.
SeaCrest Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $36K in Q2 2022.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.