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

Stonehearth Capital 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 Q1	–	Sell	-15,200	Closed	-$531K	–	61
2019 Q4	$531K	Hold	15,200	–	–	0.35%	35
2019 Q3	$486K	Sell	15,200 -99	-0.6%	-$3.12K	0.35%	36
2019 Q2	$479K	Sell	15,299 -196	-1%	-$6.03K	0.35%	32
2019 Q1	$469K	Hold	15,495	–	–	0.36%	31
2018 Q4	$421K	Buy	+15,495	New	+$456K	0.36%	29

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Stonehearth Capital Management's SPYV Position: Q1 2020 in Review

Stonehearth Capital Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2020, closing a stake of 15,200 shares — an estimated $531K sold.

Stonehearth Capital Management first reported a position in SPYV in Q4 2018 and held it in 5 quarters. The position peaked at $531K in Q4 2019. 330 funds tracked by Wall St. Rank hold SPYV as of Q1 2020.

Stonehearth Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
Stonehearth Capital Management sold 15,200 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2020, an estimated $531K.
Stonehearth Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 5 quarters.
Stonehearth Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $531K in Q4 2019.
330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2020.

Based on Stonehearth Capital Management's 13F filing for Q1 2020, filed 22 Apr 2020.