Capital Advisory Group Advisory Services’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
Q2 | $6.97M | Buy |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $6.02M | Buy |
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|
2024
Q3 | $5.04M | Buy |
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $935K | Buy |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $181K | Buy |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $935K | Sell |
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|
2019
Q4 | $4.49M | Buy |
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|
2019
Q3 | $90K | Sell |
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|
2019
Q2 | $170K | Sell |
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|
2019
Q1 | $794K | Buy |
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|
2018
Q4 | $698K | Buy |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $21K | Buy |
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