CAPTRUST Financial Advisors’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 | $3.76M | Sell |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $3.88M | Buy |
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|
2024
Q3 | $3.92M | Buy |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $3.46M | Sell |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $7.95M | Sell |
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|
2019
Q4 | $15.8M | Buy |
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|
2019
Q3 | $14.3M | Sell |
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|
2019
Q2 | $14.2M | Sell |
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|
2019
Q1 | $13.8M | Buy |
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