Balanced Wealth Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Balanced Wealth Group’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$40.6M	Buy
2025 Q1	$37.7M	Sell
2024 Q4	$39M	Buy
2024 Q3	$38.4M	Sell
2024 Q2	$36.5M	Sell
2024 Q1	$38M	Buy
2023 Q4	$30M	Buy