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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SigFig Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 137,282 shares — an estimated $7.23M sold.

SigFig Wealth Management first reported a position in SPYV in Q1 2021 and held it in 4 quarters. The position peaked at $7.23M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

SigFig Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
SigFig Wealth Management sold 137,282 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $7.23M.
SigFig Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and held it in 4 quarters.
SigFig Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.23M in Q3 2024.
1,024 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on SigFig Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.