SW
SPYV icon

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

Signify Wealth’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
Q2 		– Sell
-128,035
Closed -$5.34M – 30
2022
Q1 		$5.34M Buy
+128,035
New +$5.28M 3.59% 9

Other funds holding SPYV

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Signify Wealth's SPYV Position: Q2 2022 in Review

Signify Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2022, closing a stake of 128,035 shares — an estimated $5.34M sold.

Signify Wealth first reported a position in SPYV in Q1 2022 and held it in 1 quarter. The position peaked at $5.34M in Q1 2022. 606 funds tracked by Wall St. Rank hold SPYV as of Q2 2022.

  • Signify Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Signify Wealth sold 128,035 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2022, an estimated $5.34M.
  • Signify Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 1 quarter.
  • Signify Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.34M in Q1 2022.
  • 606 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2022.

Based on Signify Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.