Winslow Evans & Crocker’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$197K	Buy	5,730 +4,015	+234%	+$130K	0.04%	334
2020 Q3	$52K	Hold	1,715	–	–	0.01%	453
2020 Q2	$50K	Buy	1,715 +479	+39%	+$13.7K	0.01%	464
2020 Q1	$32K	Buy	1,236 +916	+286%	+$29.3K	0.01%	510
2019 Q4	$12K	Hold	320	–	–	﹤0.01%	790
2019 Q3	$12K	Hold	320	–	–	﹤0.01%	774
2019 Q2	$12K	Sell	320 -320	-50%	-$9.85K	﹤0.01%	787
2019 Q1	$20K	Buy	640 +320	+100%	+$9.43K	0.01%	672
2018 Q4	$10K	Sell	320 -326	-50%	-$9.59K	﹤0.01%	780
2018 Q3	$22K	Buy	+646	New	+$19.9K	0.01%	646

Other funds holding SPYV

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

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Winslow Evans & Crocker's SPYV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 234% in Q4 2020, buying an estimated $130K and bringing the position to 5,730 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #334.

Winslow Evans & Crocker first reported a position in SPYV in Q3 2018 and has held it in 10 quarters since. 383 funds tracked by Wall St. Rank hold SPYV as of Q4 2020.

Winslow Evans & Crocker held 5,730 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $197K as of Q4 2020.
Winslow Evans & Crocker bought 4,015 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2020, an estimated $130K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #334 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 10 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.