Calton & Associates’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Calton & Associates’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Sell
2025 Q1	$1.68M	Buy
2024 Q4	$1.07M	Sell
2024 Q3	$1.67M	Buy
2024 Q2	$950K	Buy
2024 Q1	$929K	Buy
2023 Q4	$774K	Buy
2023 Q3	$372K	Buy
2018 Q1	–	Sell
2017 Q4	$11K	Buy