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

Truvestments Capital’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 Q1	–	Sell	-8,484	Closed	-$296K	–	547
2019 Q4	$296K	Sell	8,484 -150	-2%	-$5.01K	0.21%	109
2019 Q3	$276K	Hold	8,634	–	–	0.18%	110
2019 Q2	$270K	Buy	8,634 +1,905	+28%	+$58.6K	0.18%	116
2019 Q1	$204K	Buy	+6,729	New	+$198K	0.16%	108
2018 Q3	$509K	Buy	+16,348	New	+$504K	0.24%	103

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Truvestments Capital's SPYV Position: Q1 2020 in Review

Truvestments Capital sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2020, closing a stake of 8,484 shares — an estimated $296K sold.

Truvestments Capital first reported a position in SPYV in Q3 2018 and held it in 5 quarters. The position peaked at $509K in Q3 2018. 330 funds tracked by Wall St. Rank hold SPYV as of Q1 2020.

Truvestments Capital reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
Truvestments Capital sold 8,484 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2020, an estimated $296K.
Truvestments Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and held it in 5 quarters.
Truvestments Capital's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $509K in Q3 2018.
330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2020.

Based on Truvestments Capital's 13F filing for Q1 2020, filed 7 May 2020.