Accurate Wealth Management’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 | $377K | Buy |
7,100
+1,609
| +29% | +$85.5K | 0.06% | 314 |
|
|
2025
Q1 | $259K | Sell |
5,491
-860
| -14% | -$40.6K | 0.05% | 321 |
|
|
2024
Q4 | $324K | Buy |
6,351
+63
| +1% | +$3.22K | 0.06% | 284 |
|
|
2024
Q3 | $336K | Buy |
6,288
+962
| +18% | +$51.5K | 0.07% | 271 |
|
|
2024
Q2 | $266K | Sell |
5,326
-2,599
| -33% | -$130K | 0.06% | 254 |
|
|
2024
Q1 | $379K | Buy |
7,925
+2,852
| +56% | +$136K | 0.11% | 179 |
|
|
2023
Q4 | $236K | Sell |
5,073
-1,336
| -21% | -$62.2K | 0.07% | 243 |
|
|
2023
Q3 | $266K | Buy |
+6,409
| New | +$266K | 0.08% | 207 |
|
|
2023
Q1 | – | Sell |
-2,752
| Closed | -$110K | – | 1272 |
|
|
2022
Q4 | $110K | Buy |
+2,752
| New | +$110K | 0.04% | 293 |
|