AFA
AA Financial Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
135,009
-7,020
| -5% | -$367K | 1.52% | 25 |
|
|
2025
Q1 | $7.25M | Sell |
142,029
-191,197
| -57% | -$9.76M | 1.77% | 20 |
|
|
2024
Q4 | $17M | Buy |
333,226
+40,785
| +14% | +$2.09M | 4.54% | 3 |
|
|
2024
Q3 | $15.5M | Buy |
292,441
+92,056
| +46% | +$4.87M | 4.48% | 3 |
|
|
2024
Q2 | $9.77M | Buy |
200,385
+114,029
| +132% | +$5.56M | 3.44% | 4 |
|
|
2024
Q1 | $4.33M | Buy |
86,356
+81,214
| +1,579% | +$4.07M | 1.75% | 15 |
|
|
2023
Q4 | $240K | Buy |
+5,142
| New | +$240K | 0.16% | 56 |
|