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Whitaker-Myers Wealth Managers’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Whitaker-Myers Wealth Managers’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
2025
Q1 		– Sell
-6,164
Closed -$315K – 134
2024
Q4 		$315K Buy
+6,164
New +$328K 0.09% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SPYV Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 6,164 shares — an estimated $315K sold.

Whitaker-Myers Wealth Managers first reported a position in SPYV in Q4 2024 and held it in 1 quarter. The position peaked at $315K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 6,164 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $315K.
  • Whitaker-Myers Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $315K in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.