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

Stewardship Advisors’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
-21,634
Closed -$559K – 42
2020
Q1 		$559K Sell
21,634
-9,878
-31% -$315K 0.36% 29
2019
Q4 		$1.1M Buy
+31,512
New +$1.05M 0.69% 32

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Stewardship Advisors's SPYV Position: Q2 2020 in Review

Stewardship Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2020, closing a stake of 21,634 shares — an estimated $559K sold.

Stewardship Advisors first reported a position in SPYV in Q4 2019 and held it in 2 quarters. The position peaked at $1.1M in Q4 2019. 332 funds tracked by Wall St. Rank hold SPYV as of Q2 2020.

  • Stewardship Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Stewardship Advisors sold 21,634 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2020, an estimated $559K.
  • Stewardship Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 2 quarters.
  • Stewardship Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.1M 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 Stewardship Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.