Allworth Financial’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 | $870M | Buy |
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|
2025
Q1 | $791M | Sell |
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|
2024
Q4 | $1.07B | Buy |
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|
2024
Q3 | $1.07B | Buy |
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|
2024
Q2 | $996M | Buy |
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|
2024
Q1 | $972M | Buy |
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|
2023
Q4 | $865M | Buy |
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|
2023
Q3 | $732M | Buy |
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|
2023
Q2 | $729M | Buy |
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|
2023
Q1 | $291M | Buy |
|
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|
2022
Q4 | $268M | Buy |
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|
2022
Q3 | $223M | Buy |
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|
2022
Q2 | $222M | Sell |
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|
2022
Q1 | $343M | Buy |
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|
2021
Q4 | $313M | Buy |
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|
2021
Q3 | $279M | Buy |
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|
2021
Q2 | $265M | Buy |
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|
2021
Q1 | $235M | Buy |
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|
2020
Q4 | $198M | Buy |
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|
2020
Q3 | $139M | Sell |
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|
2020
Q2 | $140M | Buy |
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|
2020
Q1 | $122M | Buy |
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|
2019
Q4 | $121M | Buy |
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|
2019
Q3 | $106M | Buy |
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|
2019
Q2 | $94.7M | Buy |
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|
2019
Q1 | $77.6M | Buy |
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|
2018
Q4 | $60.4M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $87K | Buy |
|