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Concord Asset Management (Virginia)’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Concord Asset Management (Virginia)’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$276K Buy
+5,264
New +$276K 0.04% 175
2023
Q1 		– Sell
-7,130
Closed -$277K – 115
2022
Q4 		$277K Buy
+7,130
New +$277K 0.19% 43