Smart Money Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Smart Money Group’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
2020 Q2	–	Sell	-16,341	Closed	-$422K	–	95
2020 Q1	$422K	Sell	16,341 -114,627	-88%	-$3.66M	0.3%	58
2019 Q4	$4.57M	Buy	130,968 +58,669	+81%	+$1.96M	2.67%	11
2019 Q3	$2.31M	Buy	72,299 +24,161	+50%	+$761K	1.85%	12
2019 Q2	$1.51M	Buy	48,138 +1,275	+3%	+$39.2K	1.24%	23
2019 Q1	$1.42M	Buy	46,863 +37,194	+385%	+$1.1M	1.24%	24
2018 Q4	$263K	Buy	+9,669	New	+$284K	0.27%	51

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Smart Money Group's SPYV Position: Q2 2020 in Review

Smart Money Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2020, closing a stake of 16,341 shares — an estimated $422K sold.

Smart Money Group first reported a position in SPYV in Q4 2018 and held it in 6 quarters. The position peaked at $4.57M in Q4 2019. 332 funds tracked by Wall St. Rank hold SPYV as of Q2 2020.

Smart Money Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
Smart Money Group sold 16,341 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2020, an estimated $422K.
Smart Money Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 6 quarters.
Smart Money Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.57M in Q4 2019.
332 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.