Centerpoint 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
Q2 | $1.07M | Hold |
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|
2025
Q1 | $1.05M | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.08M | Hold |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $959K | Hold |
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|
2023
Q3 | $848K | Hold |
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|
2023
Q2 | $888K | Sell |
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|
2023
Q1 | $848K | Hold |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $727K | Hold |
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|
2022
Q2 | $776K | Sell |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $967K | Sell |
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|
2021
Q2 | $999K | Sell |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $916K | Hold |
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|
2020
Q3 | $805K | Buy |
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|
2020
Q2 | $698K | Sell |
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|
2020
Q1 | $3.53M | Sell |
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|
2019
Q4 | $5.21M | Buy |
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|
2019
Q3 | $4.74M | Sell |
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|
2019
Q2 | $4.73M | Sell |
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|
2019
Q1 | $4.59M | Sell |
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|
2018
Q4 | $4.56M | Buy |
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