Arete Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Buy |
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|
2025
Q1 | $6.29M | Sell |
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|
2024
Q4 | $6.83M | Buy |
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|
2024
Q3 | $5.43M | Buy |
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|
2024
Q2 | $4.98M | Sell |
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|
2024
Q1 | $5.69M | Buy |
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|
2023
Q4 | $4.77M | Buy |
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|
2023
Q3 | $916K | Sell |
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|
2023
Q2 | $4.24M | Sell |
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|
2023
Q1 | $4.24M | Buy |
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|
2022
Q4 | $3.66B | Buy |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $904K | Buy |
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|
2020
Q2 | $823K | Sell |
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|
2020
Q1 | $749K | Buy |
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|
2019
Q4 | $843K | Sell |
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|
2019
Q3 | $857K | Sell |
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|
2019
Q2 | $894K | Sell |
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|
2019
Q1 | $973K | Buy |
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|
2018
Q4 | $716K | Buy |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $373K | Buy |
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|
2018
Q1 | $284K | Buy |
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