Corient Private Wealth’s State Street 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
Q3 | $54.3M | Buy |
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|
2025
Q2 | $49.1M | Buy |
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|
2025
Q1 | $46.1M | Buy |
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|
2024
Q4 | $30.8M | Sell |
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|
2024
Q3 | $34.3M | Buy |
|
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|
2024
Q2 | $30.3M | Sell |
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|
2024
Q1 | $32.7M | Sell |
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|
2023
Q4 | $32M | Sell |
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|
2023
Q3 | $29.1M | Buy |
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|
2023
Q2 | $30.4M | Sell |
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|
2023
Q1 | $29.9M | Sell |
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|
2022
Q4 | $28.6M | Buy |
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