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Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,449
Closed -$104K – 1798
2019
Q1 		$104K Hold
3,449
– – 0.01% 628
2018
Q4 		$94K Buy
+3,449
New +$101K 0.01% 625

Other funds holding SPYV

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPYV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2019, closing a stake of 3,449 shares — an estimated $104K sold.

Wealthspire Advisors (Maryland) first reported a position in SPYV in Q4 2018 and held it in 2 quarters. The position peaked at $104K in Q1 2019. 236 funds tracked by Wall St. Rank hold SPYV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,449 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2019, an estimated $104K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio S&P 500 Value ETF position peaked at $104K in Q1 2019.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.