Wolff Wiese Magana’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Wolff Wiese Magana’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
2025 Q1	–	Sell	-55	Closed	-$2.81K	–	1030
2024 Q4	$2.81K	Sell	55 -598	-92%	-$31.8K	﹤0.01%	649
2024 Q3	$34.5K	Hold	653	–	–	0.02%	230
2024 Q2	$31.8K	Hold	653	–	–	0.03%	206
2024 Q1	$32.7K	Hold	653	–	–	0.03%	183
2023 Q4	$30.4K	Sell	653 -33	-5%	-$1.42K	0.03%	187
2023 Q3	$28.3K	Hold	686	–	–	0.02%	239
2023 Q2	$29.6K	Hold	686	–	–	0.02%	243
2023 Q1	$27.9K	Hold	686	–	–	0.02%	239
2022 Q4	$26.7K	Hold	686	–	–	0.02%	238
2022 Q3	$24K	Sell	686 -34	-5%	-$1.29K	0.02%	348
2022 Q2	$27K	Buy	720 +653	+975%	+$25.9K	0.02%	350
2022 Q1	$3K	Hold	67	–	–	﹤0.01%	706
2021 Q4	$3K	Hold	67	–	–	﹤0.01%	702
2021 Q3	$3K	Buy	+67	New	+$2.67K	﹤0.01%	689
2021 Q2	–	Sell	-93	Closed	-$4K	–	884
2021 Q1	$4K	Buy	+93	New	+$3.36K	﹤0.01%	628

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

Wolff Wiese Magana's SPYV Position: Q1 2025 in Review

Wolff Wiese Magana sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2025, closing a stake of 55 shares — an estimated $2.81K sold.

Wolff Wiese Magana first reported a position in SPYV in Q1 2021 and held it in 15 quarters. The position peaked at $34.5K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold SPYV as of Q1 2025.

Wolff Wiese Magana reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Wolff Wiese Magana sold 55 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2025, an estimated $2.81K.
Wolff Wiese Magana first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2021 and held it in 15 quarters.
Wolff Wiese Magana's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $34.5K in Q3 2024.
1,015 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2025.

Based on Wolff Wiese Magana's 13F filing for Q1 2025, filed 22 Apr 2025.