CarsonAllaria 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
Q2 | $19.8M | Buy |
|
|||||
|
2025
Q1 | $18.7M | Buy |
|
|||||
|
2024
Q4 | $18.5M | Buy |
|
|||||
|
2024
Q3 | $18.6M | Sell |
|
|||||
|
2024
Q2 | $17.2M | Buy |
|
|||||
|
2024
Q1 | $17.3M | Buy |
|
|||||
|
2023
Q4 | $15.2M | Buy |
|
|||||
|
2023
Q3 | $13.2M | Buy |
|
|||||
|
2023
Q2 | $13.4M | Buy |
|
|||||
|
2023
Q1 | $12.5M | Buy |
|
|||||
|
2022
Q4 | $11.9M | Sell |
|
|||||
|
2022
Q3 | $10.7M | Buy |
|
|||||
|
2022
Q2 | $11.1M | Buy |
|
|||||
|
2022
Q1 | $12.2M | Buy |
|
|||||
|
2021
Q4 | $11.3M | Buy |
|