Bridgewealth Advisory Group’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 | $1.49M | Sell |
28,386
-3,153
| -10% | -$165K | 0.38% | 42 |
|
|
2025
Q1 | $1.61M | Sell |
31,539
-1,714
| -5% | -$87.5K | 2.12% | 15 |
|
|
2024
Q4 | $1.76M | Sell |
33,253
-10,457
| -24% | -$552K | 0.5% | 38 |
|
|
2024
Q3 | $2.31M | Buy |
43,710
+441
| +1% | +$23.3K | 0.84% | 27 |
|
|
2024
Q2 | $2.11M | Buy |
43,269
+2,559
| +6% | +$125K | 0.93% | 26 |
|
|
2024
Q1 | $2.04M | Buy |
40,710
+9,526
| +31% | +$477K | 1% | 26 |
|
|
2023
Q4 | $1.45M | Buy |
31,184
+5,537
| +22% | +$258K | 1.11% | 24 |
|
|
2023
Q3 | $1.06M | Buy |
25,647
+17,756
| +225% | +$733K | 1.3% | 18 |
|
|
2023
Q2 | $341K | Buy |
7,891
+901
| +13% | +$38.9K | 0.55% | 35 |
|
|
2023
Q1 | $285K | Sell |
6,990
-2,098
| -23% | -$85.4K | 0.52% | 37 |
|
|
2022
Q4 | $353K | Buy |
+9,088
| New | +$353K | 0.69% | 30 |
|