Blue Bell Private 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
Q3 | $462K | Sell |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $391K | Hold |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $340K | Hold |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $400K | Buy |
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