Diversified Portfolios Inc’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 | $1.22M | Buy |
23,217
+155
| +0.7% | +$8.11K | 0.12% | 81 |
|
|
2025
Q1 | $1.18M | Sell |
23,062
-2,800
| -11% | -$143K | 0.12% | 78 |
|
|
2024
Q4 | $1.32M | Buy |
25,862
+3,602
| +16% | +$184K | 0.14% | 73 |
|
|
2024
Q3 | $1.18M | Buy |
22,260
+33
| +0.1% | +$1.74K | 0.13% | 73 |
|
|
2024
Q2 | $1.08M | Buy |
22,227
+50
| +0.2% | +$2.44K | 0.14% | 76 |
|
|
2024
Q1 | $1.11M | Hold |
22,177
| – | – | 0.16% | 66 |
|
|
2023
Q4 | $1.03M | Sell |
22,177
-1,467
| -6% | -$68.4K | 0.16% | 66 |
|
|
2023
Q3 | $976K | Buy |
23,644
+2,685
| +13% | +$111K | 0.18% | 61 |
|
|
2023
Q2 | $905K | Buy |
20,959
+500
| +2% | +$21.6K | 0.18% | 62 |
|
|
2023
Q1 | $833K | Buy |
20,459
+925
| +5% | +$37.7K | 0.19% | 68 |
|
|
2022
Q4 | $760K | Buy |
+19,534
| New | +$760K | 0.17% | 68 |
|