Altium Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $22.9M | Sell |
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|
2022
Q1 | $28.6M | Buy |
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|
2021
Q4 | $27.1M | Buy |
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|
2021
Q3 | $25M | Buy |
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|
2021
Q2 | $24.9M | Sell |
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|
2021
Q1 | $24.3M | Buy |
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|
2020
Q4 | $20.8M | Buy |
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|
2020
Q3 | $17.1M | Buy |
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|
2020
Q2 | $15.3M | Sell |
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|
2020
Q1 | $17.2M | Sell |
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|
2019
Q4 | $26.3M | Buy |
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|
2019
Q3 | $23M | Buy |
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|
2019
Q2 | $19.9M | Buy |
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|
2019
Q1 | $15.7M | Buy |
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|
2018
Q4 | $9.3M | Sell |
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|
2018
Q3 | $14.7M | Buy |
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|
2018
Q2 | $7.25M | Buy |
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|
2018
Q1 | $5.29M | Buy |
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|
2017
Q4 | $2.97M | Buy |
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