Arrowroot Family Office’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 | $258K | Buy |
+4,928
| New | +$258K | 0.12% | 123 |
|
|
2024
Q4 | $316K | Buy |
6,186
+808
| +15% | +$41.3K | 0.16% | 101 |
|
|
2024
Q3 | $284K | Buy |
5,378
+5
| +0.1% | +$264 | 0.17% | 104 |
|
|
2024
Q2 | $262K | Sell |
5,373
-842
| -14% | -$41K | 0.17% | 103 |
|
|
2024
Q1 | $311K | Sell |
6,215
-165
| -3% | -$8.27K | 0.2% | 99 |
|
|
2023
Q4 | $297K | Buy |
6,380
+6
| +0.1% | +$280 | 0.21% | 101 |
|
|
2023
Q3 | $263K | Sell |
6,374
-3,760
| -37% | -$155K | 0.21% | 104 |
|
|
2023
Q2 | $438K | Sell |
10,134
-3,406
| -25% | -$147K | 0.33% | 76 |
|
|
2023
Q1 | $551K | Buy |
+13,540
| New | +$551K | 0.47% | 57 |
|