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WR Wealth Planners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

WR Wealth Planners’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 		$3.12K Hold
61
– – ﹤0.01% 782
2024
Q3 		$3.22K Buy
+61
New +$3.1K ﹤0.01% 814

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's SPYV Position: Q4 2024 in Review

WR Wealth Planners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q4 2024 at 61 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

WR Wealth Planners first reported a position in SPYV in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.22K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold SPYV as of Q4 2024.

  • WR Wealth Planners held 61 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.12K as of Q4 2024.
  • WR Wealth Planners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q4 2024.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #782 holding.
  • WR Wealth Planners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.22K in Q3 2024.
  • 1,021 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.