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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-94
Closed -$3.65K 312
2022
Q4
$3.65K Sell
94
-428
-82% -$16.4K ﹤0.01% 243
2022
Q3
$18K Buy
+522
New +$19.8K 0.02% 176

Other funds holding SPYV

Western Pacific Wealth Management's SPYV Position: Q1 2023 in Review

Western Pacific Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2023, closing a stake of 94 shares — an estimated $3.65K sold.

Western Pacific Wealth Management first reported a position in SPYV in Q3 2022 and held it in 2 quarters. The position peaked at $18K in Q3 2022. 688 funds tracked by Wall St. Rank hold SPYV as of Q1 2023.

  • Western Pacific Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 94 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2023, an estimated $3.65K.
  • Western Pacific Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and held it in 2 quarters.
  • Western Pacific Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $18K in Q3 2022.
  • 688 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2023.

Based on Western Pacific Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.