BBA
Braun-Bostich & Associates’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 | $4.95M | Buy |
94,615
+12,996
| +16% | +$680K | 3.38% | 7 |
|
|
2025
Q1 | $4.17M | Buy |
81,619
+29,804
| +58% | +$1.52M | 3.08% | 8 |
|
|
2024
Q4 | $2.65M | Buy |
51,815
+808
| +2% | +$41.3K | 1.91% | 15 |
|
|
2024
Q3 | $2.7M | Buy |
51,007
+1,547
| +3% | +$81.8K | 1.88% | 17 |
|
|
2024
Q2 | $2.41M | Buy |
49,460
+17,219
| +53% | +$839K | 1.79% | 15 |
|
|
2024
Q1 | $1.62M | Buy |
32,241
+11,081
| +52% | +$555K | 1.35% | 17 |
|
|
2023
Q4 | $987K | Sell |
21,160
-1,193
| -5% | -$55.6K | 0.89% | 26 |
|
|
2023
Q3 | $922K | Buy |
+22,353
| New | +$922K | 1.72% | 12 |
|