Aprio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $324K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.7M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $4.23M | Buy |
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