Cary Street Partners Investment Advisory’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 | $3.49M | Buy |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $20.2M | Buy |
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|
2024
Q1 | $20.3M | Buy |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $9.08M | Buy |
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|
2023
Q1 | $2.42M | Sell |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $5.51M | Buy |
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|
2022
Q2 | $3.75M | Buy |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $3.14M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $2.11M | Sell |
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|
2020
Q3 | $2.36M | Buy |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $285K | Buy |
|