Cascade Investment 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
Q3
$403K Hold
2025
Q2
$381K Sell
2025
Q1
$378K Sell
2024
Q4
$383K Hold
2024
Q3
$395K Buy
2024
Q2
$360K Buy
2024
Q1
$367K Buy
2023
Q4
$330K Buy