Castleview Partners’s State Street 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 | $653K | Sell |
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|
2025
Q2 | $684K | Sell |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $673K | Sell |
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|
2023
Q1 | $649K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $760 | Sell |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $17.2K | Buy |
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|
2021
Q2 | $781K | Buy |
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