Advisor OS’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
Q2 | $1.11M | Buy |
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|
2025
Q1 | $701K | Buy |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $414K | Sell |
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|
2021
Q1 | $397K | Sell |
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|
2020
Q4 | $27M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $291K | Buy |
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