Beacon Financial Group’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
Q3
$653K Hold
2025
Q2
$617K Hold
2025
Q1
$602K Hold
2024
Q4
$603K Hold
2024
Q3
$623K Buy
2024
Q2
$553K Hold
2024
Q1
$569K Hold
2023
Q4
$529K Buy