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

Teamwork Financial 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	-6,821	Closed	-$278K	–	207
2023 Q1	$278K	Sell	6,821 -54,997	-89%	-$2.23M	0.05%	160
2022 Q4	$2.4M	Buy	61,818 +5,955	+11%	+$228K	0.48%	35
2022 Q3	$1.93M	Buy	55,863 +14,345	+35%	+$544K	0.42%	40
2022 Q2	$1.53M	Buy	41,518 +8,043	+24%	+$319K	0.33%	61
2022 Q1	$1.4M	Buy	33,475 +9,768	+41%	+$403K	0.26%	73
2021 Q4	$996K	Buy	23,707 +2,857	+14%	+$117K	0.18%	124
2021 Q3	$813K	Buy	20,850 +14,760	+242%	+$589K	0.16%	113
2021 Q2	$241K	Buy	+6,090	New	+$241K	0.05%	220

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

Teamwork Financial Advisors's SPYV Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023, closing a stake of 6,821 shares — an estimated $278K sold.

Teamwork Financial Advisors first reported a position in SPYV in Q2 2021 and held it in 8 quarters. The position peaked at $2.4M in Q4 2022. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

Teamwork Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 6,821 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $278K.
Teamwork Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and held it in 8 quarters.
Teamwork Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.4M in Q4 2022.
720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.