CFS
Coordinated 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 | $721K | Buy |
13,775
+489
| +4% | +$25.6K | 0.5% | 65 |
|
|
2025
Q1 | $679K | Buy |
13,286
+2,353
| +22% | +$120K | 0.52% | 59 |
|
|
2024
Q4 | $559K | Buy |
+10,933
| New | +$559K | 0.44% | 64 |
|
|
2024
Q2 | $474K | Sell |
9,732
-269
| -3% | -$13.1K | 0.41% | 72 |
|
|
2024
Q1 | $501K | Buy |
+10,001
| New | +$501K | 0.44% | 66 |
|