WMS
SPYV icon

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

Wealth Management Solutions’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
2022
Q2 		– Sell
-5,662
Closed -$236K – 108
2022
Q1 		$236K Buy
+5,662
New +$234K 0.12% 98

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Management Solutions's SPYV Position: Q2 2022 in Review

Wealth Management Solutions sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2022, closing a stake of 5,662 shares — an estimated $236K sold.

Wealth Management Solutions first reported a position in SPYV in Q1 2022 and held it in 1 quarter. The position peaked at $236K in Q1 2022. 606 funds tracked by Wall St. Rank hold SPYV as of Q2 2022.

  • Wealth Management Solutions reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 5,662 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2022, an estimated $236K.
  • Wealth Management Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 1 quarter.
  • Wealth Management Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $236K in Q1 2022.
  • 606 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.