CCFM
Clear Creek Financial 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 | $17.7M | Buy |
338,386
+122,224
| +57% | +$6.4M | 1.69% | 10 |
|
|
2025
Q1 | $11M | Sell |
216,162
-8,062
| -4% | -$412K | 1.14% | 14 |
|
|
2024
Q4 | $11.5M | Buy |
224,224
+26,804
| +14% | +$1.37M | 1.24% | 15 |
|
|
2024
Q3 | $10.4M | Sell |
197,420
-864
| -0.4% | -$45.7K | 1.18% | 15 |
|
|
2024
Q2 | $9.66M | Buy |
198,284
+959
| +0.5% | +$46.7K | 1.17% | 13 |
|
|
2024
Q1 | $9.89M | Buy |
+197,325
| New | +$9.89M | 1.27% | 11 |
|
|
2019
Q4 | – | Sell |
-8,417
| Closed | -$284K | – | 151 |
|
|
2019
Q3 | $284K | Buy |
+8,417
| New | +$284K | 0.14% | 89 |
|