Buttonwood Financial 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
$5.42M Buy
102,531
+2,042
+2% +$108K 2.75% 11
2025
Q1
$4.73M Buy
+100,489
New +$4.73M 2.77% 9
2024
Q3
Sell
-183,953
Closed -$8.92M 31
2024
Q2
$8.92M Buy
183,953
+6,892
+4% +$334K 5.09% 7
2024
Q1
$8.87M Buy
+177,061
New +$8.87M 5.25% 7