Bartlett & Co 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 | $30.1K | Hold |
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|
2025
Q2 | $28.5K | Hold |
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|
2025
Q1 | $27.8K | Hold |
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|
2024
Q4 | $27.8K | Hold |
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|
2024
Q3 | $28.8K | Hold |
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|
2024
Q2 | $26.5K | Hold |
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|
2024
Q1 | $27.3K | Hold |
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|
2023
Q4 | $25.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $74.7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $27.3K | Buy |
|