AE Wealth Management’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 | $137M | Buy |
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|
2025
Q1 | $109M | Buy |
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|
2024
Q4 | $105M | Buy |
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|
2024
Q3 | $104M | Buy |
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|
2024
Q2 | $76.5M | Buy |
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|
2024
Q1 | $75.7M | Sell |
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|
2023
Q4 | $94.7M | Sell |
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|
2023
Q3 | $86.3M | Buy |
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|
2023
Q2 | $73M | Buy |
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|
2023
Q1 | $66.8M | Sell |
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|
2022
Q4 | $76.9M | Buy |
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|
2022
Q3 | $57.6M | Sell |
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|
2022
Q2 | $69M | Buy |
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|
2022
Q1 | $76.3M | Buy |
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|
2021
Q4 | $73.6M | Buy |
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|
2021
Q3 | $61.9M | Buy |
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|
2021
Q2 | $53.5M | Buy |
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|
2021
Q1 | $46.4M | Buy |
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|
2020
Q4 | $31.1M | Buy |
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|
2020
Q3 | $24.2M | Sell |
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|
2020
Q2 | $23.2M | Buy |
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|
2020
Q1 | $11.2M | Sell |
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|
2019
Q4 | $18.2M | Buy |
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|
2019
Q3 | $3.26M | Buy |
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|
2019
Q2 | $297K | Buy |
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