Arbor Wealth Advisors’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 | $505K | Hold |
9,650
| – | – | 0.41% | 32 |
|
2025
Q1 | $493K | Hold |
9,650
| – | – | 0.44% | 31 |
|
2024
Q4 | $494K | Hold |
9,650
| – | – | 0.44% | 33 |
|
2024
Q3 | $510K | Hold |
9,650
| – | – | 0.46% | 31 |
|
2024
Q2 | $470K | Hold |
9,650
| – | – | 0.46% | 32 |
|
2024
Q1 | $483K | Hold |
9,650
| – | – | 0.46% | 32 |
|
2023
Q4 | $450K | Buy |
+9,650
| New | +$450K | 0.46% | 32 |
|