CAAM
Cornerstone Advisors Asset Management’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 | $2.22M | Buy |
42,478
+695
| +2% | +$36.4K | 0.43% | 44 |
|
|
2025
Q1 | $2.13M | Buy |
41,783
+145
| +0.3% | +$7.41K | 0.44% | 42 |
|
|
2024
Q4 | $2.13M | Buy |
41,638
+1,690
| +4% | +$86.4K | 0.46% | 40 |
|
|
2024
Q3 | $2.11M | Buy |
39,948
+3,491
| +10% | +$185K | 0.47% | 40 |
|
|
2024
Q2 | $1.78M | Buy |
36,457
+7,970
| +28% | +$388K | 0.5% | 41 |
|
|
2024
Q1 | $1.43M | Buy |
28,487
+4,331
| +18% | +$217K | 0.5% | 37 |
|
|
2023
Q4 | $1.13M | Buy |
24,156
+4,688
| +24% | +$219K | 0.43% | 42 |
|
|
2023
Q3 | $803K | Buy |
+19,468
| New | +$803K | 0.32% | 49 |
|