Chicago Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
4,949
| – | – | 0.12% | 47 |
|
|
2025
Q1 | $253K | Hold |
4,949
| – | – | 0.13% | 46 |
|
|
2024
Q4 | $253K | Hold |
4,949
| – | – | 0.13% | 48 |
|
|
2024
Q3 | $262K | Hold |
4,949
| – | – | 0.14% | 46 |
|
|
2024
Q2 | $241K | Hold |
4,949
| – | – | 0.14% | 46 |
|
|
2024
Q1 | $248K | Hold |
4,949
| – | – | 0.15% | 45 |
|
|
2023
Q4 | $231K | Hold |
4,949
| – | – | 0.16% | 41 |
|
|
2023
Q3 | $204K | Hold |
4,949
| – | – | 0.16% | 40 |
|
|
2023
Q2 | $214K | Hold |
4,949
| – | – | 0.16% | 38 |
|
|
2023
Q1 | $202K | Buy |
+4,949
| New | +$202K | 0.16% | 42 |
|
|
2022
Q2 | – | Sell |
-4,949
| Closed | -$207K | – | 46 |
|
|
2022
Q1 | $207K | Hold |
4,949
| – | – | 0.14% | 43 |
|
|
2021
Q4 | $208K | Buy |
+4,949
| New | +$208K | 0.14% | 43 |
|