CVA Family Office’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
501
+21
| +4% | +$1.1K | ﹤0.01% | 641 |
|
|
2025
Q1 | $24.5K | Hold |
480
| – | – | ﹤0.01% | 646 |
|
|
2024
Q4 | $24.6K | Hold |
480
| – | – | ﹤0.01% | 642 |
|
|
2024
Q3 | $25.4K | Hold |
480
| – | – | ﹤0.01% | 617 |
|
|
2024
Q2 | $23.4K | Hold |
480
| – | – | ﹤0.01% | 618 |
|
|
2024
Q1 | $24.1K | Hold |
480
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $22.4K | Buy |
+480
| New | +$22.4K | ﹤0.01% | 607 |
|
|
2023
Q3 | – | Sell |
-470
| Closed | -$20.3K | – | 843 |
|
|
2023
Q2 | $20.3K | Hold |
470
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $19.1K | Hold |
470
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $18.3K | Hold |
470
| – | – | ﹤0.01% | 580 |
|
|
2022
Q3 | $16K | Hold |
470
| – | – | ﹤0.01% | 571 |
|
|
2022
Q2 | $17K | Buy |
+470
| New | +$17K | ﹤0.01% | 570 |
|