YWP
SPYV icon

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

YorkBridge Wealth Partners’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
2017
Q2 		– Sell
-224
Closed -$6K – 911
2017
Q1 		$6K Buy
+224
New +$6.29K ﹤0.01% 677

Other funds holding SPYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

YorkBridge Wealth Partners's SPYV Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2017, closing a stake of 224 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in SPYV in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 60 funds tracked by Wall St. Rank hold SPYV as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 224 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2017, an estimated $6K.
  • YorkBridge Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6K in Q1 2017.
  • 60 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.