Cerity 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 | $192M | Buy |
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|
2025
Q2 | $181M | Buy |
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|
2025
Q1 | $176M | Buy |
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|
2024
Q4 | $176M | Buy |
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|
2024
Q3 | $182M | Buy |
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|
2024
Q2 | $153M | Buy |
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|
2024
Q1 | $155M | Buy |
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|
2023
Q4 | $144M | Buy |
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|
2023
Q3 | $123M | Buy |
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|
2023
Q2 | $127M | Buy |
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|
2023
Q1 | $74.5M | Buy |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $398K | Buy |
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