CIA
Cascade Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
7,275
-125
| -2% | -$6.54K | 0.24% | 97 |
|
|
2025
Q1 | $378K | Sell |
7,400
-80
| -1% | -$4.09K | 0.26% | 94 |
|
|
2024
Q4 | $383K | Hold |
7,480
| – | – | 0.25% | 94 |
|
|
2024
Q3 | $395K | Buy |
7,480
+100
| +1% | +$5.29K | 0.25% | 92 |
|
|
2024
Q2 | $360K | Buy |
7,380
+50
| +0.7% | +$2.44K | 0.24% | 94 |
|
|
2024
Q1 | $367K | Buy |
7,330
+250
| +4% | +$12.5K | 0.24% | 96 |
|
|
2023
Q4 | $330K | Buy |
+7,080
| New | +$330K | 0.24% | 96 |
|