Bartlett & Co Wealth Management’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 | $28.5K | Hold |
544
| – | – | ﹤0.01% | 754 |
|
|
2025
Q1 | $27.8K | Hold |
544
| – | – | ﹤0.01% | 763 |
|
|
2024
Q4 | $27.8K | Hold |
544
| – | – | ﹤0.01% | 756 |
|
|
2024
Q3 | $28.8K | Hold |
544
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $26.5K | Hold |
544
| – | – | ﹤0.01% | 777 |
|
|
2024
Q1 | $27.3K | Hold |
544
| – | – | ﹤0.01% | 767 |
|
|
2023
Q4 | $25.4K | Buy |
+544
| New | +$25.4K | ﹤0.01% | 828 |
|
|
2023
Q1 | – | Sell |
-1,920
| Closed | -$74.7K | – | 1102 |
|
|
2022
Q4 | $74.7K | Buy |
+1,920
| New | +$74.7K | ﹤0.01% | 513 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$27.3K | – | 820 |
|
|
2021
Q3 | $27.3K | Buy |
+700
| New | +$27.3K | ﹤0.01% | 597 |
|