American Money 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
2026 Q1	$4.24M	Buy	74,901 +569	+0.8%	+$33K	0.67%	47
2025 Q4	$4.22M	Buy	74,332 +1,376	+2%	+$77.3K	0.66%	48
2025 Q3	$4.04M	Sell	72,956 -1,279	-2%	-$68.9K	0.67%	46
2025 Q2	$3.89M	Sell	74,235 -1,102	-1%	-$55.1K	0.69%	47
2025 Q1	$3.85M	Sell	75,337 -427	-0.6%	-$22.1K	0.73%	47
2024 Q4	$3.87M	Sell	75,764 -1,596	-2%	-$84.9K	0.76%	44
2024 Q3	$4.09M	Buy	77,360 +2,320	+3%	+$118K	0.82%	44
2024 Q2	$3.66M	Buy	75,040 +20	+0%	+$978	0.78%	44
2024 Q1	$3.76M	Sell	75,020 -7,275	-9%	-$347K	0.78%	46
2023 Q4	$3.84M	Sell	82,295 -31,124	-27%	-$1.34M	0.86%	43
2023 Q3	$4.68M	Buy	113,419 +811	+0.7%	+$35.1K	1.2%	29
2023 Q2	$4.86M	Sell	112,608 -803	-0.7%	-$33.2K	1.21%	30
2023 Q1	$4.62M	Buy	113,411 +4,538	+4%	+$184K	1.23%	32
2022 Q4	$4.23M	Buy	108,873 +5,206	+5%	+$199K	1.21%	36
2022 Q3	$3.58M	Buy	103,667 +6,502	+7%	+$247K	1.09%	38
2022 Q2	$3.58M	Buy	97,165 +9,333	+11%	+$370K	1.04%	39
2022 Q1	$3.67M	Sell	87,832 -1,300	-1%	-$53.6K	0.97%	39
2021 Q4	$3.74M	Buy	89,132 +1,179	+1%	+$48.1K	0.97%	41
2021 Q3	$3.43M	Sell	87,953 -2,615	-3%	-$104K	0.97%	42
2021 Q2	$3.58M	Sell	90,568 -4,130	-4%	-$163K	1.21%	39
2021 Q1	$3.59M	Sell	94,698 -3,521	-4%	-$127K	1.34%	33
2020 Q4	$3.38M	Buy	98,219 +4,885	+5%	+$159K	1.32%	34
2020 Q3	$2.82M	Buy	93,334 +3,108	+3%	+$94.4K	1.28%	37
2020 Q2	$2.62M	Buy	90,226 +2,078	+2%	+$59.2K	1.22%	37
2020 Q1	$2.28M	Sell	88,148 -744	-0.8%	-$23.8K	1.28%	38
2019 Q4	$3.1M	Buy	88,892 +2,733	+3%	+$91.3K	1.45%	34
2019 Q3	$2.75M	Buy	+86,159	New	+$2.71M	1.47%	32