WEPOG
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Wealth Enhancement & Preservation of GA’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$255K Buy
+5,900
New +$244K 0.24% 42

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's SPYV Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023: 5,900 shares worth $255K. The stake represents 0.24% of the portfolio and ranks #42 among its holdings.

720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 5,900 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $255K as of Q2 2023.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Wealth Enhancement & Preservation of GA position in Q2 2023.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.24% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #42 holding.
  • 720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.