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

V 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 Q3	–	Sell	-17,923	Closed	-$774K	–	329
2023 Q2	$774K	Sell	17,923 -92	-0.5%	-$3.8K	0.13%	152
2023 Q1	$734K	Buy	18,015 +12,434	+223%	+$504K	0.14%	150
2022 Q4	$217K	Buy	+5,581	New	+$214K	0.04%	330
2017 Q1	–	Sell	-11,264	Closed	-$308K	–	204
2016 Q4	$308K	Sell	11,264 -144	-1%	-$3.8K	0.23%	126
2016 Q3	$293K	Sell	11,408 -60	-0.5%	-$1.54K	0.24%	122
2016 Q2	$288K	Sell	11,468 -40	-0.3%	-$991	0.24%	120
2016 Q1	$280K	Buy	+11,508	New	+$266K	0.22%	103

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

V Wealth Advisors's SPYV Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2023, closing a stake of 17,923 shares — an estimated $774K sold.

V Wealth Advisors first reported a position in SPYV in Q1 2016 and held it in 7 quarters. The position peaked at $774K in Q2 2023. 724 funds tracked by Wall St. Rank hold SPYV as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 17,923 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2023, an estimated $774K.
V Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2016 and held it in 7 quarters.
V Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $774K in Q2 2023.
724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.