DWM
Dogwood 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 | $12.4M | Buy |
235,365
+19,566
| +9% | +$1.03M | 6.08% | 2 |
|
|
2025
Q1 | $11M | Buy |
215,799
+9,303
| +5% | +$475K | 5.79% | 2 |
|
|
2024
Q4 | $10.6M | Buy |
206,496
+34,238
| +20% | +$1.75M | 5.59% | 2 |
|
|
2024
Q3 | $9.11M | Buy |
172,258
+7,792
| +5% | +$412K | 5.24% | 3 |
|
|
2024
Q2 | $8.02M | Buy |
164,466
+87,387
| +113% | +$4.26M | 4.94% | 3 |
|
|
2024
Q1 | $3.86M | Buy |
77,079
+4,496
| +6% | +$225K | 2.61% | 11 |
|
|
2023
Q4 | $3.38M | Buy |
+72,583
| New | +$3.38M | 2.65% | 11 |
|