DWM
Denver Wealth 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 | $7.09M | Sell |
135,407
-3,133
| -2% | -$164K | 2.93% | 8 |
|
|
2025
Q1 | $7.08M | Buy |
138,540
+8,234
| +6% | +$421K | 3.23% | 9 |
|
|
2024
Q4 | $6.66M | Buy |
130,306
+11,096
| +9% | +$567K | 3% | 9 |
|
|
2024
Q3 | $6.3M | Buy |
119,210
+7,695
| +7% | +$407K | 2.92% | 8 |
|
|
2024
Q2 | $5.44M | Sell |
111,515
-1,166
| -1% | -$56.8K | 2.72% | 10 |
|
|
2024
Q1 | $5.65M | Buy |
+112,681
| New | +$5.65M | 2.88% | 9 |
|