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

Tradition Asset Management’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	$1.81M	Buy	62,348 +4,816	+8%	+$137K	0.52%	67
2020 Q1	$1.49M	Buy	57,532 +4,250	+8%	+$136K	0.5%	67
2019 Q4	$1.86M	Sell	53,282 -13,120	-20%	-$438K	0.45%	75
2019 Q3	$2.12M	Buy	66,402 +3,068	+5%	+$96.6K	0.55%	70
2019 Q2	$1.98M	Buy	+63,334	New	+$1.95M	0.51%	73

Other funds holding SPYV

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

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Tradition Asset Management's SPYV Position: Q2 2020 in Review

Tradition Asset Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.4% in Q2 2020, buying an estimated $137K and bringing the position to 62,348 shares worth $1.81M. The position accounts for 0.52% of the portfolio, ranked #67.

Tradition Asset Management first reported a position in SPYV in Q2 2019 and has held it in 5 quarters since. The position peaked at $2.12M in Q3 2019. 332 funds tracked by Wall St. Rank hold SPYV as of Q2 2020.

Tradition Asset Management held 62,348 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.81M as of Q2 2020.
Tradition Asset Management bought 4,816 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2020, an estimated $137K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.52% of Tradition Asset Management's portfolio in Q2 2020, its #67 holding.
Tradition Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.12M in Q3 2019.
332 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.