CFS
Commonwealth Financial Services’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 | $1.36M | Sell |
25,988
-1,825
| -7% | -$95.5K | 0.26% | 62 |
|
|
2025
Q1 | $1.42M | Sell |
27,813
-325
| -1% | -$16.6K | 0.29% | 59 |
|
|
2024
Q4 | $1.44M | Hold |
28,138
| – | – | 0.28% | 56 |
|
|
2024
Q3 | $1.48M | Hold |
28,138
| – | – | 0.29% | 54 |
|
|
2024
Q2 | $1.37M | Hold |
28,138
| – | – | 0.28% | 50 |
|
|
2024
Q1 | $1.31M | Hold |
28,138
| – | – | 0.31% | 51 |
|
|
2023
Q4 | $1.31M | Sell |
28,138
-1,302
| -4% | -$60.7K | 0.31% | 51 |
|
|
2023
Q3 | $1.21M | Buy |
+29,440
| New | +$1.21M | 0.36% | 56 |
|