Cahaba Wealth Management’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 | $407K | Hold |
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|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $662K | Buy |
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|
2019
Q3 | $603K | Sell |
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|
2019
Q2 | $663K | Buy |
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|
2019
Q1 | $639K | Buy |
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|
2018
Q4 | $570K | Buy |
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