Brio Consultants’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
Q2 | $335K | Sell |
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2025
Q1 | $333K | Buy |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $434K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $514K | Buy |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $475K | Sell |
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|
2021
Q2 | $488K | Sell |
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|
2021
Q1 | $471K | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $384K | Sell |
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|
2020
Q1 | $3.65M | Buy |
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|
2019
Q4 | $4.73M | Sell |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q2 | $9.87M | Buy |
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|
2019
Q1 | $8.67M | Sell |
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|
2018
Q4 | $8.12M | Buy |
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