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

Sonora Investment 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
2020
Q4 		– Sell
-87
Closed -$3K – 1780
2020
Q3 		$3K Hold
87
– – ﹤0.01% 1590
2020
Q2 		$3K Buy
+87
New +$2.48K ﹤0.01% 1530

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sonora Investment Management's SPYV Position: Q4 2020 in Review

Sonora Investment Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2020, closing a stake of 87 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in SPYV in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 383 funds tracked by Wall St. Rank hold SPYV as of Q4 2020.

  • Sonora Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 87 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3K in Q3 2020.
  • 383 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.