Barnes Wealth Management Group’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
$910K Buy
17,395
+47
+0.3% +$2.46K 0.54% 49
2025
Q1
$886K Sell
17,348
-1,629
-9% -$83.2K 0.57% 47
2024
Q4
$970K Buy
+18,977
New +$970K 0.65% 43