Donaldson Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Donaldson Capital Management’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Hold
2025 Q1	$217K	Sell
2024 Q4	$221K	Buy
2023 Q4	–	Sell
2023 Q3	$347K	Buy
2022 Q2	–	Sell
2022 Q1	$490K	Buy
2021 Q4	$349K	Buy
2021 Q2	–	Sell
2021 Q1	$227K	Buy