Creative Planning’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 | $38.7M | Buy |
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|
2025
Q2 | $34.4M | Sell |
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|
2025
Q1 | $35M | Sell |
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|
2024
Q4 | $35.9M | Buy |
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|
2024
Q3 | $3.98M | Sell |
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|
2024
Q2 | $4.04M | Buy |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $2.78M | Sell |
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|
2022
Q4 | $2.76M | Sell |
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|
2022
Q3 | $2.56M | Sell |
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|
2022
Q2 | $2.82M | Buy |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.61M | Buy |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $481K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $256K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $92K | Sell |
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|
2017
Q1 | $91K | Buy |
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|
2016
Q4 | $89K | Hold |
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|
2016
Q3 | $83K | Hold |
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|
2016
Q2 | $81K | Hold |
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|
2016
Q1 | $79K | Hold |
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|
2015
Q4 | $78K | Hold |
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|
2015
Q3 | $73K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $81K | Hold |
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|
2014
Q4 | $82K | Hold |
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|
2014
Q3 | $79K | Buy |
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