Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37.6M | Sell |
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|
2024
Q2 | $35.5M | Sell |
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|
2024
Q1 | $45.3M | Sell |
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|
2023
Q4 | $47.2M | Sell |
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|
2023
Q3 | $42.7M | Sell |
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|
2023
Q2 | $45.5M | Sell |
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|
2023
Q1 | $43.1M | Sell |
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|
2022
Q4 | $42M | Buy |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $20.2M | Sell |
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|
2022
Q1 | $38.3M | Sell |
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|
2021
Q4 | $39.8M | Buy |
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|
2021
Q3 | $36.3M | Buy |
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|
2021
Q2 | $35.4M | Buy |
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|
2021
Q1 | $32M | Buy |
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|
2020
Q4 | $28.4M | Buy |
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|
2020
Q3 | $23.9M | Buy |
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|
2020
Q2 | $11.6M | Buy |
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|
2020
Q1 | $6.47M | Buy |
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