VIA
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Vantage Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Vantage Investment 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
2018
Q3 		$0 Hold
15
– – ﹤0.01% 808
2018
Q2 		$0 Buy
+15
New +$447 ﹤0.01% 821

Other funds holding SPYV

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Vantage Investment Advisors's SPYV Position: Q3 2018 in Review

Vantage Investment Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2018 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Vantage Investment Advisors first reported a position in SPYV in Q2 2018 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold SPYV as of Q3 2018.

  • Vantage Investment Advisors held 15 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $0 as of Q3 2018.
  • Vantage Investment Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2018.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #808 holding.
  • Vantage Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2018 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.