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

Win 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 Q4	–	Sell	-7,657	Closed	-$405K	–	85
2024 Q3	$405K	Buy	+7,657	New	+$390K	0.19%	53
2023 Q4	–	Sell	-99,282	Closed	-$4.1M	–	84
2023 Q3	$4.1M	Buy	+99,282	New	+$4.3M	2.01%	16
2022 Q2	–	Sell	-689	Closed	-$29K	–	210
2022 Q1	$29K	Buy	+689	New	+$28.4K	0.01%	95

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Win Advisors's SPYV Position: Q4 2024 in Review

Win Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 7,657 shares — an estimated $405K sold.

Win Advisors first reported a position in SPYV in Q1 2022 and held it in 3 quarters. The position peaked at $4.1M in Q3 2023. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

Win Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
Win Advisors sold 7,657 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $405K.
Win Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 3 quarters.
Win Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.1M in Q3 2023.
1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.