DFG
Demars Financial Group’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 | $2.92M | Sell |
55,874
-17,324,316
| -100% | -$907M | 1.12% | 14 |
|
|
2025
Q1 | $340M | Buy |
17,380,190
+1,235,219
| +8% | +$24.2M | 9.72% | 4 |
|
|
2024
Q4 | $316M | Buy |
16,144,971
+15,839,453
| +5,184% | +$310M | 10.16% | 3 |
|
|
2024
Q3 | $16.1M | Buy |
305,518
+9,248
| +3% | +$489K | 7.37% | 4 |
|
|
2024
Q2 | $14.4M | Buy |
296,270
+7,004
| +2% | +$341K | 6.92% | 4 |
|
|
2024
Q1 | $14.5M | Buy |
289,266
+7,835
| +3% | +$393K | 7.14% | 4 |
|
|
2023
Q4 | $13.1M | Buy |
+281,431
| New | +$13.1M | 7.02% | 5 |
|