Brown, Lisle/Cummings’s 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 | $191K | Hold |
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|
2025
Q2 | $181K | Hold |
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|
2025
Q1 | $176K | Hold |
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|
2024
Q4 | $176K | Hold |
|
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $173K | Buy |
|
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|
2023
Q4 | $90.9K | Buy |
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|
2023
Q3 | $39.2K | Buy |
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|
2023
Q2 | $34.6K | Hold |
|
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|
2023
Q1 | $32.6K | Hold |
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|
2022
Q4 | $31.1K | Buy |
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|
2022
Q3 | $17.2K | Hold |
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|
2022
Q2 | $18.4K | Hold |
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|
2022
Q1 | $20.9K | Buy |
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|
2021
Q4 | $8.4K | Buy |
|