Berkeley Inc’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
Q2 | $319K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $210K | Buy |
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