ZIG
SPYV icon

Zurich Insurance Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Zurich Insurance Group’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
2023
Q2 		– Sell
-79,807
Closed -$3.24M – 261
2023
Q1 		$3.24M Hold
79,807
– – 0.04% 130
2022
Q4 		$2.78M Hold
79,807
– – 0.04% 118
2022
Q3 		$2.78M Buy
+79,807
New +$3.03M 0.04% 116

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zurich Insurance Group's SPYV Position: Q2 2023 in Review

Zurich Insurance Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2023, closing a stake of 79,807 shares — an estimated $3.24M sold.

Zurich Insurance Group first reported a position in SPYV in Q3 2022 and held it in 3 quarters. The position peaked at $3.24M in Q1 2023. 720 funds tracked by Wall St. Rank hold SPYV as of Q2 2023.

  • Zurich Insurance Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Zurich Insurance Group sold 79,807 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2023, an estimated $3.24M.
  • Zurich Insurance Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2022 and held it in 3 quarters.
  • Zurich Insurance Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.24M in Q1 2023.
  • 720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2023.

Based on Zurich Insurance Group's 13F filing for Q2 2023, filed 14 Aug 2023.