Baker Tilly Wealth Management’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
Q3 | $848K | Buy |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $886K | Sell |
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|
2024
Q4 | $919K | Sell |
|
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|
2024
Q3 | $1.14M | Buy |
|
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|
2024
Q2 | $970K | Buy |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $966K | Sell |
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|
2023
Q2 | $1.27M | Buy |
|
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|
2023
Q1 | $1.1M | Buy |
|
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|
2022
Q4 | $884K | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $864K | Sell |
|
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $3M | Buy |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $414K | Buy |
|