1900 Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.4M | Sell |
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|
2025
Q2 | $8.06M | Sell |
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|
2025
Q1 | $7.87M | Sell |
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|
2024
Q4 | $8.08M | Sell |
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|
2024
Q3 | $8.41M | Sell |
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|
2024
Q2 | $7.86M | Sell |
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|
2024
Q1 | $9.84M | Sell |
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|
2023
Q4 | $10.7M | Sell |
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|
2023
Q3 | $10.8M | Sell |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $9.58M | Hold |
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|
2022
Q4 | $9.58M | Buy |
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|
2022
Q3 | $8.07M | Buy |
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|
2022
Q2 | $8.59M | Buy |
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|
2022
Q1 | $9.34M | Buy |
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|
2021
Q4 | $6.69M | Buy |
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|
2021
Q3 | $5.9M | Buy |
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|
2021
Q2 | $5.78M | Buy |
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|
2021
Q1 | $5.27K | Sell |
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|
2020
Q4 | $4.85M | Buy |
|