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

Wipfli Financial 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
2022 Q3	$57K	Buy	+1,641	New	+$62.3K	﹤0.01%	1014

Other funds holding SPYV

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Wipfli Financial Advisors's SPYV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2022: 1,641 shares worth $57K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings.

601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

Wipfli Financial Advisors held 1,641 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $57K as of Q3 2022.
State Street SPDR Portfolio S&P 500 Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1014 holding.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.