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

tru Independence’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
2021
Q2 		– Sell
-106,475
Closed -$4.04M – 371
2021
Q1 		$4.04M Buy
+106,475
New +$3.85M 0.76% 55
2020
Q4 		– Sell
-77,246
Closed -$2.33M – 827
2020
Q3 		$2.33M Buy
+77,246
New +$2.35M 0.66% 56

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

tru Independence's SPYV Position: Q2 2021 in Review

tru Independence sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2021, closing a stake of 106,475 shares — an estimated $4.04M sold.

tru Independence first reported a position in SPYV in Q3 2020 and held it in 2 quarters. The position peaked at $4.04M in Q1 2021. 473 funds tracked by Wall St. Rank hold SPYV as of Q2 2021.

  • tru Independence reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 106,475 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2021, an estimated $4.04M.
  • tru Independence first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2020 and held it in 2 quarters.
  • tru Independence's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.04M in Q1 2021.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.