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Woodmont Investment Counsel’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-400
Closed -$20K – 345
2024
Q1 		$20K Buy
+400
New +$19.1K ﹤0.01% 323
2020
Q3 		– Sell
-10,715
Closed -$311K – 184
2020
Q2 		$311K Hold
10,715
– – 0.07% 145
2020
Q1 		$277K Buy
+10,715
New +$342K 0.08% 147

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Woodmont Investment Counsel's SPYV Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2024, closing a stake of 400 shares — an estimated $20K sold.

Woodmont Investment Counsel first reported a position in SPYV in Q1 2020 and held it in 3 quarters. The position peaked at $311K in Q2 2020. 899 funds tracked by Wall St. Rank hold SPYV as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 400 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2024, an estimated $20K.
  • Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and held it in 3 quarters.
  • Woodmont Investment Counsel's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $311K in Q2 2020.
  • 899 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.