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

Weatherstone Capital Management’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
Q1 		– Sell
-27,801
Closed -$865K – 157
2018
Q4 		$865K Buy
+27,801
New +$818K 0.21% 78

Other funds holding SPYV

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Weatherstone Capital Management's SPYV Position: Q1 2019 in Review

Weatherstone Capital Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2019, closing a stake of 27,801 shares — an estimated $865K sold.

Weatherstone Capital Management first reported a position in SPYV in Q4 2018 and held it in 1 quarter. The position peaked at $865K in Q4 2018. 233 funds tracked by Wall St. Rank hold SPYV as of Q1 2019.

  • Weatherstone Capital Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 27,801 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2019, an estimated $865K.
  • Weatherstone Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $865K in Q4 2018.
  • 233 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.