BCGM Wealth Management’s State Street 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
Q2 | $734K | Sell |
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|
2025
Q1 | $740K | Sell |
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|
2024
Q4 | $749K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $825K | Sell |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $803K | Sell |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $731K | Buy |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $414K | Buy |
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