Convergence Financial’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 | $29M | Buy |
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|
2025
Q1 | $26.4M | Sell |
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|
2024
Q4 | $31.1M | Buy |
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|
2024
Q3 | $26.7M | Buy |
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|
2024
Q2 | $22.1M | Buy |
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|
2024
Q1 | $22.4M | Sell |
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|
2023
Q4 | $23.1M | Buy |
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|
2023
Q3 | $18.5M | Buy |
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|
2023
Q2 | $19.1M | Buy |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $13.1M | Sell |
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|
2022
Q2 | $14.1M | Buy |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $11.9M | Buy |
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