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

Strategic 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
-7,451
Closed -$206K – 165
2020
Q1 		$206K Buy
+7,451
New +$238K 0.09% 136

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

Strategic Advisors's SPYV Position: Q2 2020 in Review

Strategic Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2020, closing a stake of 7,451 shares — an estimated $206K sold.

Strategic Advisors first reported a position in SPYV in Q1 2020 and held it in 1 quarter. The position peaked at $206K in Q1 2020. 332 funds tracked by Wall St. Rank hold SPYV as of Q2 2020.

  • Strategic Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Advisors sold 7,451 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2020, an estimated $206K.
  • Strategic Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and held it in 1 quarter.
  • Strategic Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $206K in Q1 2020.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2020.

Based on Strategic Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.