Atlas Capital 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 | $57.3K | Hold |
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|
2025
Q1 | $55.9K | Hold |
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|
2024
Q4 | $56K | Hold |
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|
2024
Q3 | $57.9K | Hold |
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|
2024
Q2 | $53.4K | Hold |
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|
2024
Q1 | $54.9K | Buy |
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|
2023
Q4 | $49.2K | Hold |
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|
2023
Q3 | $43.5K | Buy |
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|
2023
Q2 | $40.4K | Buy |
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|
2023
Q1 | $27.9K | Hold |
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|
2022
Q4 | $26.6K | Hold |
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|
2022
Q3 | $23.6K | Hold |
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|
2022
Q2 | $25.2K | Sell |
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|
2022
Q1 | $52.4K | Hold |
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|
2021
Q4 | $52.8K | Sell |
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|
2021
Q3 | $82.1K | Sell |
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|
2021
Q2 | $119K | Buy |
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|
2021
Q1 | $23.5K | Hold |
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|
2020
Q4 | $21.4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $21.7K | Buy |
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|
2019
Q3 | $3.87K | Hold |
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|
2019
Q2 | $3.78K | Sell |
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|
2019
Q1 | $3.66K | Buy |
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|
2018
Q4 | $3.29K | Hold |
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|
2018
Q3 | $3.79K | Hold |
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|
2018
Q2 | $3.66K | Hold |
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|
2018
Q1 | $3.56K | Buy |
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