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

SigFig 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 		– Sell
-137,282
Closed -$7.23M – 129
2024
Q3 		$7.23M Buy
+137,282
New +$6.99M 0.26% 43
2024
Q1 		– Sell
-133,642
Closed -$6.23M – 131
2023
Q4 		$6.23M Buy
+133,642
New +$5.76M 0.24% 44
2023
Q1 		– Sell
-267,900
Closed -$2.2M – 114
2022
Q4 		$2.2M Buy
+267,900
New +$10.3M 0.11% 62
2021
Q2 		– Sell
-17,152
Closed -$650K – 84
2021
Q1 		$650K Buy
+17,152
New +$620K 0.04% 66

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 $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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 $431B 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 $564B 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