Dakota Wealth Management’s 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
Q2
$33.3M Buy
2025
Q1
$23.3M Sell
2024
Q4
$25M Buy
2024
Q3
$24M Buy
2024
Q2
$19.7M Buy
2024
Q1
$11.6M Buy
2023
Q4
$8.62M Buy
2023
Q3
$6.16M Buy
2023
Q2
$5.64M Buy
2023
Q1
$5.16M Buy
2022
Q4
$2.62M Buy
2022
Q3
$1.71M Buy
2022
Q2
$1.32M Buy
2022
Q1
$1.04M Buy
2021
Q4
$771K Buy
2021
Q3
$486K Buy
2021
Q2
$346K Buy