Angeles Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.3M | Sell |
1,782,982
-134,761
| -7% | -$7.05M | 6.4% | 3 |
|
|
2025
Q1 | $97.9M | Buy |
1,917,743
+132,476
| +7% | +$6.77M | 8.14% | 3 |
|
|
2024
Q4 | $91.3M | Buy |
1,785,267
+54,274
| +3% | +$2.78M | 7.53% | 3 |
|
|
2024
Q3 | $91.5M | Buy |
1,730,993
+158,641
| +10% | +$8.39M | 7.88% | 3 |
|
|
2024
Q2 | $76.6M | Sell |
1,572,352
-33,663
| -2% | -$1.64M | 7.19% | 3 |
|
|
2024
Q1 | $80.5M | Buy |
1,606,015
+268,159
| +20% | +$13.4M | 8.05% | 3 |
|
|
2023
Q4 | $62.4M | Buy |
1,337,856
+30,587
| +2% | +$1.43M | 7.6% | 3 |
|
|
2023
Q3 | $53.9M | Buy |
1,307,269
+170,126
| +15% | +$7.02M | 7.62% | 3 |
|
|
2023
Q2 | $49.1M | Buy |
1,137,143
+77,093
| +7% | +$3.33M | 6.7% | 4 |
|
|
2023
Q1 | $43.2M | Buy |
1,060,050
+162,419
| +18% | +$6.61M | 6.42% | 5 |
|
|
2022
Q4 | $34.9M | Buy |
897,631
+68,432
| +8% | +$2.66M | 6.11% | 4 |
|
|
2022
Q3 | $28.6M | Buy |
829,199
+313,031
| +61% | +$10.8M | 5.66% | 5 |
|
|
2022
Q2 | $19M | Sell |
516,168
-756,994
| -59% | -$27.9M | 3.8% | 8 |
|
|
2022
Q1 | $53.2M | Buy |
+1,273,162
| New | +$53.2M | 10.06% | 2 |
|