AWM
Aviso Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
10,881
+3,160
| +41% | +$165K | 0.27% | 87 |
|
|
2025
Q1 | $394K | Sell |
7,721
-104
| -1% | -$5.31K | 0.21% | 97 |
|
|
2024
Q4 | $400K | Sell |
7,825
-45
| -0.6% | -$2.3K | 0.2% | 100 |
|
|
2024
Q3 | $416K | Sell |
7,870
-993
| -11% | -$52.5K | 0.23% | 96 |
|
|
2024
Q2 | $432K | Sell |
8,863
-465
| -5% | -$22.7K | 0.26% | 86 |
|
|
2024
Q1 | $467K | Sell |
9,328
-596
| -6% | -$29.9K | 0.29% | 83 |
|
|
2023
Q4 | $463K | Buy |
+9,924
| New | +$463K | 0.34% | 76 |
|