AWA
Acorn Wealth 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 | $476K | Buy |
9,090
+889
| +11% | +$46.5K | 0.18% | 126 |
|
|
2025
Q1 | $419K | Hold |
8,201
| – | – | 0.17% | 123 |
|
|
2024
Q4 | $419K | Sell |
8,201
-1,279
| -13% | -$65.4K | 0.17% | 123 |
|
|
2024
Q3 | $501K | Buy |
9,480
+143
| +2% | +$7.56K | 0.22% | 91 |
|
|
2024
Q2 | $455K | Hold |
9,337
| – | – | 0.22% | 87 |
|
|
2024
Q1 | $468K | Hold |
9,337
| – | – | 0.24% | 84 |
|
|
2023
Q4 | $435K | Sell |
9,337
-176
| -2% | -$8.21K | 0.26% | 86 |
|
|
2023
Q3 | $393K | Buy |
+9,513
| New | +$393K | 0.26% | 88 |
|