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Wetzel Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-2,022
Closed -$101K – 786
2024
Q2 		$101K Hold
2,022
– – 0.06% 174
2024
Q1 		$96K Hold
2,022
– – 0.06% 181
2023
Q4 		$94K Buy
+2,022
New +$87.2K 0.06% 182

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wetzel Investment Advisors's SPYV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2024, closing a stake of 2,022 shares — an estimated $101K sold.

Wetzel Investment Advisors first reported a position in SPYV in Q4 2023 and held it in 3 quarters. The position peaked at $101K in Q2 2024. 958 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,022 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2024, an estimated $101K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $101K in Q2 2024.
  • 958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.