Bartlett & Co’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
2023
Q4
$25K Buy
+544
New +$25K ﹤0.01% 840
2023
Q1
Sell
-1,920
Closed -$75K 1090
2022
Q4
$75K Buy
+1,920
New +$75K ﹤0.01% 513
2021
Q4
Sell
-700
Closed -$27K 820
2021
Q3
$27K Buy
+700
New +$27K ﹤0.01% 598