DAS
Diversify Advisory Services’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 | $20.7M | Buy |
385,994
+87,319
| +29% | +$4.69M | 0.79% | 23 |
|
|
2025
Q1 | $14.7M | Buy |
298,675
+79,591
| +36% | +$3.92M | 0.92% | 21 |
|
|
2024
Q4 | $11M | Sell |
219,084
-458
| -0.2% | -$23.1K | 0.61% | 25 |
|
|
2024
Q3 | $11.7M | Buy |
219,542
+25,003
| +13% | +$1.33M | 0.63% | 25 |
|
|
2024
Q2 | $9.47M | Sell |
194,539
-175,370
| -47% | -$8.54M | 0.52% | 33 |
|
|
2024
Q1 | $18.4M | Buy |
+369,909
| New | +$18.4M | 1.08% | 19 |
|