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

TCI Wealth 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
2023 Q2	–	Sell	-349	Closed	-$14.2K	–	1969
2023 Q1	$14.2K	Hold	349	–	–	﹤0.01%	882
2022 Q4	$13.6K	Hold	349	–	–	﹤0.01%	878
2022 Q3	$12K	Buy	+349	New	+$13.2K	﹤0.01%	926
2020 Q1	–	Sell	-367	Closed	-$13K	–	1745
2019 Q4	$13K	Buy	367 +309	+533%	+$10.3K	0.01%	658
2019 Q3	$2K	Buy	+58	New	+$1.83K	﹤0.01%	1142
2019 Q1	–	Sell	-5,259	Closed	-$143K	–	1542
2018 Q4	$143K	Buy	5,259 +5,183	+6,820%	+$152K	0.07%	176
2018 Q3	$2K	Buy	+76	New	+$2.35K	﹤0.01%	1084

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's SPYV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023, closing a stake of 349 shares — an estimated $14.2K sold.

TCI Wealth Advisors first reported a position in SPYV in Q3 2018 and held it in 7 quarters. The position peaked at $143K in Q4 2018. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 349 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $14.2K.
TCI Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and held it in 7 quarters.
TCI Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $143K in Q4 2018.
720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.