Advisors Capital 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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $949K | Buy |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $985K | Buy |
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|
2024
Q1 | $919K | Buy |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $768K | Buy |
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|
2023
Q2 | $791K | Hold |
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|
2023
Q1 | $746K | Sell |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $731K | Buy |
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|
2022
Q2 | $683K | Sell |
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|
2022
Q1 | $837K | Sell |
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|
2021
Q4 | $956K | Sell |
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|
2021
Q3 | $2.05M | Buy |
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