Whitney & Co’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Whitney & Co’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 Q4	–	Sell	-185	Closed	-$6K	–	400
2018 Q3	$6K	Hold	185	–	–	﹤0.01%	377
2018 Q2	$5K	Buy	+185	New	+$5.51K	﹤0.01%	271

Other funds holding SPYV

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitney & Co's SPYV Position: Q4 2018 in Review

Whitney & Co sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2018, closing a stake of 185 shares — an estimated $6K sold.

Whitney & Co first reported a position in SPYV in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 221 funds tracked by Wall St. Rank hold SPYV as of Q4 2018.

Whitney & Co reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 185 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2018, an estimated $6K.
Whitney & Co first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2018 and held it in 2 quarters.
Whitney & Co's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6K in Q3 2018.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.