Bill Few Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
7,006
-376
| -5% | -$19.7K | 0.1% | 133 |
|
|
2025
Q1 | $377K | Sell |
7,382
-3
| -0% | -$153 | 0.13% | 119 |
|
|
2024
Q4 | $378K | Buy |
7,385
+374
| +5% | +$19.1K | 0.13% | 117 |
|
|
2024
Q3 | $371K | Buy |
7,011
+646
| +10% | +$34.1K | 0.13% | 124 |
|
|
2024
Q2 | $310K | Buy |
6,365
+1,845
| +41% | +$89.9K | 0.12% | 128 |
|
|
2024
Q1 | $226K | Sell |
4,520
-280
| -6% | -$14K | 0.09% | 153 |
|
|
2023
Q4 | $224K | Buy |
+4,800
| New | +$224K | 0.1% | 138 |
|