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SPYV icon

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

Surevest’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
-9,944
Closed -$257K – 98
2020
Q1 		$257K Buy
9,944
+47
+0.5% +$1.5K 0.14% 88
2019
Q4 		$346K Buy
+9,897
New +$331K 0.15% 115

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

Surevest's SPYV Position: Q2 2020 in Review

Surevest sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2020, closing a stake of 9,944 shares — an estimated $257K sold.

Surevest first reported a position in SPYV in Q4 2019 and held it in 2 quarters. The position peaked at $346K in Q4 2019. 332 funds tracked by Wall St. Rank hold SPYV as of Q2 2020.

  • Surevest reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Surevest sold 9,944 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2020, an estimated $257K.
  • Surevest first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and held it in 2 quarters.
  • Surevest's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $346K 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 Surevest's 13F filing for Q2 2020, filed 15 Jul 2020.