Avantax Advisory Services’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 | $23.1M | Buy |
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|
2025
Q1 | $22.3M | Buy |
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|
2024
Q4 | $17.9M | Buy |
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|
2024
Q3 | $17.8M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $14.2M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $10M | Buy |
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|
2023
Q2 | $9.24M | Buy |
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|
2023
Q1 | $7.61M | Buy |
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|
2022
Q4 | $7.15M | Buy |
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|
2022
Q3 | $5.21M | Buy |
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|
2022
Q2 | $4.39M | Buy |
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|
2022
Q1 | $3.41M | Buy |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $234K | Buy |
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