Clearstead Advisors’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
Q2 | $333K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $336K | Hold |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $40.6K | Hold |
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|
2023
Q4 | $38.3K | Sell |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $88.4K | Hold |
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|
2023
Q1 | $83.4K | Hold |
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|
2022
Q4 | $79.6K | Sell |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $45K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $35K | Sell |
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|
2020
Q1 | $129K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $335K | Buy |
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