SCA
SPYV icon

Stuart Chaussee & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Stuart Chaussee & Associates’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
2019
Q3 		– Sell
-325
Closed -$10K – 134
2019
Q2 		$10K Buy
+325
New +$10K 0.01% 90
2018
Q1 		– Sell
-37,334
Closed -$1.15M – 119
2017
Q4 		$1.15M Buy
+37,334
New +$1.12M 0.83% 7

Other funds holding SPYV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stuart Chaussee & Associates's SPYV Position: Q3 2019 in Review

Stuart Chaussee & Associates sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2019, closing a stake of 325 shares — an estimated $10K sold.

Stuart Chaussee & Associates first reported a position in SPYV in Q4 2017 and held it in 2 quarters. The position peaked at $1.15M in Q4 2017. 271 funds tracked by Wall St. Rank hold SPYV as of Q3 2019.

  • Stuart Chaussee & Associates reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 325 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2019, an estimated $10K.
  • Stuart Chaussee & Associates first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 2 quarters.
  • Stuart Chaussee & Associates's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.15M in Q4 2017.
  • 271 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2019.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2019, filed 21 Oct 2019.