Connecticut Wealth Management’s 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 | $160M | Buy |
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|
2025
Q1 | $140M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $134M | Buy |
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|
2024
Q2 | $119M | Buy |
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|
2024
Q1 | $119M | Buy |
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|
2023
Q4 | $108M | Buy |
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|
2023
Q3 | $91.6M | Buy |
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|
2023
Q2 | $90.8M | Buy |
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|
2023
Q1 | $71.7M | Buy |
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|
2022
Q4 | $63.7M | Buy |
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|
2022
Q3 | $55.7M | Buy |
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|
2022
Q2 | $58.4M | Buy |
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|
2022
Q1 | $63.4M | Buy |
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|
2021
Q4 | $58.3M | Buy |
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|
2021
Q3 | $50.7M | Buy |
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|
2021
Q2 | $47.4M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $22.6M | Buy |
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|
2020
Q3 | $6.05M | Sell |
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|
2020
Q2 | $17.6M | Buy |
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|
2020
Q1 | $6.02M | Sell |
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|
2019
Q4 | $32.2M | Buy |
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|
2019
Q3 | $28.8M | Buy |
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