Accel Wealth Management’s State Street 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 | $250K | Sell |
|
|||||
|
2025
Q2 | $287K | Buy |
|
|||||
|
2025
Q1 | $280K | Sell |
|
|||||
|
2024
Q4 | $340K | Buy |
|
|||||
|
2024
Q3 | $350K | Sell |
|
|||||
|
2024
Q2 | $343K | Buy |
|
|||||
|
2024
Q1 | $351K | Buy |
|
|||||
|
2023
Q4 | $288K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $176K | Buy |
|
|||||
|
2022
Q4 | $168K | Buy |
|
|||||
|
2022
Q3 | $157K | Buy |
|
|||||
|
2022
Q2 | $159K | Buy |
|
|||||
|
2022
Q1 | $180K | Buy |
|
|||||
|
2021
Q4 | $163K | Buy |
|
|||||
|
2021
Q3 | $134K | Sell |
|
|||||
|
2021
Q2 | $153K | Buy |
|
|||||
|
2021
Q1 | $147K | Buy |
|
|||||
|
2020
Q4 | $133K | Buy |
|