WI
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Wintrust Investments’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wintrust Investments’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
-384
Closed -$20K – 502
2024
Q3 		$20K Buy
+384
New +$19.5K 0.01% 486

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return

Wintrust Investments's SPYV Position: Q4 2024 in Review

Wintrust Investments sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2024, closing a stake of 384 shares — an estimated $20K sold.

Wintrust Investments first reported a position in SPYV in Q3 2024 and held it in 1 quarter. The position peaked at $20K in Q3 2024. 1,023 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • Wintrust Investments reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 384 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2024, an estimated $20K.
  • Wintrust Investments first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and held it in 1 quarter.
  • Wintrust Investments's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $20K in Q3 2024.
  • 1,023 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.