BMD
Better Money Decisions’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
36,647
+1,062
| +3% | +$55.6K | 1.17% | 18 |
|
|
2025
Q1 | $1.82M | Sell |
35,585
-2,533
| -7% | -$129K | 1.21% | 17 |
|
|
2024
Q4 | $1.95M | Buy |
38,118
+3,357
| +10% | +$172K | 1.35% | 15 |
|
|
2024
Q3 | $1.84M | Buy |
34,761
+1,283
| +4% | +$67.8K | 1.3% | 16 |
|
|
2024
Q2 | $1.63M | Buy |
33,478
+3,447
| +11% | +$168K | 1.23% | 17 |
|
|
2024
Q1 | $1.5M | Buy |
30,031
+735
| +3% | +$36.8K | 1.19% | 18 |
|
|
2023
Q4 | $1.37M | Buy |
29,296
+2,267
| +8% | +$106K | 1.13% | 17 |
|
|
2023
Q3 | $1.12M | Buy |
27,029
+2,832
| +12% | +$117K | 0.98% | 18 |
|
|
2023
Q2 | $1.05M | Buy |
24,197
+1,305
| +6% | +$56.4K | 0.85% | 21 |
|
|
2023
Q1 | $932K | Buy |
22,892
+9,470
| +71% | +$386K | 0.79% | 24 |
|
|
2022
Q4 | $522K | Buy |
13,422
+13
| +0.1% | +$506 | 0.45% | 37 |
|
|
2022
Q3 | $462K | Buy |
13,409
+14
| +0.1% | +$482 | 0.45% | 36 |
|
|
2022
Q2 | $493K | Buy |
13,395
+14
| +0.1% | +$515 | 0.42% | 37 |
|
|
2022
Q1 | $559K | Buy |
13,381
+8
| +0.1% | +$334 | 0.52% | 35 |
|
|
2021
Q4 | $562K | Sell |
13,373
-375
| -3% | -$15.8K | 0.47% | 37 |
|
|
2021
Q3 | $536K | Buy |
13,748
+64
| +0.5% | +$2.5K | 0.44% | 38 |
|
|
2021
Q2 | $541K | Sell |
13,684
-532
| -4% | -$21K | 0.48% | 35 |
|
|
2021
Q1 | $539K | Buy |
+14,216
| New | +$539K | 0.56% | 28 |
|