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

Voya Financial 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 Q1	–	Sell	-9,319	Closed	-$364K	–	248
2022 Q4	$364K	Buy	+9,319	New	+$357K	0.05%	165
2021 Q2	–	Sell	-107,922	Closed	-$4.11M	–	560
2021 Q1	$4.11M	Buy	+107,922	New	+$3.9M	0.16%	107
2020 Q1	–	Sell	-124,386	Closed	-$4.33M	–	635
2019 Q4	$4.33M	Buy	124,386 +53,063	+74%	+$1.77M	0.21%	85
2019 Q3	$2.27M	Buy	+71,323	New	+$2.25M	0.12%	129

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

Voya Financial Advisors's SPYV Position: Q1 2023 in Review

Voya Financial Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 9,319 shares — an estimated $364K sold.

Voya Financial Advisors first reported a position in SPYV in Q3 2019 and held it in 4 quarters. The position peaked at $4.33M in Q4 2019. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

Voya Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
Voya Financial Advisors sold 9,319 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $364K.
Voya Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and held it in 4 quarters.
Voya Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.33M in Q4 2019.
688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Voya Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.