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

Wechter Feldman Wealth 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
2018
Q1 		– Sell
-168,764
Closed -$5.18M – 33
2017
Q4 		$5.18M Buy
+168,764
New +$5.05M 3.62% 11

Other funds holding SPYV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wechter Feldman Wealth Management's SPYV Position: Q1 2018 in Review

Wechter Feldman Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2018, closing a stake of 168,764 shares — an estimated $5.18M sold.

Wechter Feldman Wealth Management first reported a position in SPYV in Q4 2017 and held it in 1 quarter. The position peaked at $5.18M in Q4 2017. 136 funds tracked by Wall St. Rank hold SPYV as of Q1 2018.

  • Wechter Feldman Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 168,764 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2018, an estimated $5.18M.
  • Wechter Feldman Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 1 quarter.
  • Wechter Feldman Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.18M in Q4 2017.
  • 136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2018.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2018, filed 7 May 2018.