Atwood & Palmer’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 | $16K | Sell |
306
-3,765
| -92% | -$197K | ﹤0.01% | 343 |
|
|
2025
Q1 | $208K | Hold |
4,071
| – | – | 0.01% | 149 |
|
|
2024
Q4 | $208K | Hold |
4,071
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $215K | Hold |
4,071
| – | – | 0.01% | 145 |
|
|
2024
Q2 | $198K | Buy |
4,071
+306
| +8% | +$14.9K | 0.02% | 146 |
|
|
2024
Q1 | $189K | Hold |
3,765
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $176K | Hold |
3,765
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $155K | Hold |
3,765
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $163K | Buy |
+3,765
| New | +$163K | 0.01% | 161 |
|