DWM
Diversify 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 | $48.9M | Buy |
910,472
+99,147
| +12% | +$5.33M | 3.02% | 3 |
|
|
2025
Q1 | $39.9M | Buy |
811,325
+166,904
| +26% | +$8.21M | 2.96% | 4 |
|
|
2024
Q4 | $32.5M | Buy |
644,421
+189,865
| +42% | +$9.57M | 2.53% | 4 |
|
|
2024
Q3 | $24.2M | Buy |
454,556
+68,236
| +18% | +$3.63M | 2.33% | 4 |
|
|
2024
Q2 | $18.9M | Buy |
+386,320
| New | +$18.9M | 2.35% | 4 |
|