Cherry Tree Wealth Management’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 | $13.6K | Hold |
259
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $13.2K | Hold |
259
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $13.2K | Hold |
259
| – | – | ﹤0.01% | 379 |
|
|
2024
Q3 | $13.7K | Hold |
259
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $12.6K | Hold |
259
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $13K | Hold |
259
| – | – | ﹤0.01% | 353 |
|
|
2023
Q4 | $12.1K | Hold |
259
| – | – | ﹤0.01% | 341 |
|
|
2023
Q3 | $10.7K | Hold |
259
| – | – | ﹤0.01% | 338 |
|
|
2023
Q2 | $11.2K | Buy |
+259
| New | +$11.2K | ﹤0.01% | 331 |
|