DWM
Drive 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 | $831K | Sell |
15,871
-392
| -2% | -$20.5K | 0.18% | 106 |
|
|
2025
Q1 | $831K | Sell |
16,263
-1,220
| -7% | -$62.3K | 0.2% | 100 |
|
|
2024
Q4 | $894K | Buy |
17,483
+5
| +0% | +$256 | 0.22% | 86 |
|
|
2024
Q3 | $924K | Sell |
17,478
-7,690
| -31% | -$407K | 0.24% | 78 |
|
|
2024
Q2 | $1.23M | Buy |
25,168
+575
| +2% | +$28K | 0.33% | 58 |
|
|
2024
Q1 | $1.23M | Sell |
24,593
-14,412
| -37% | -$722K | 0.35% | 57 |
|
|
2023
Q4 | $1.82M | Sell |
39,005
-21,849
| -36% | -$1.02M | 0.59% | 32 |
|
|
2023
Q3 | $2.51M | Sell |
60,854
-15,309
| -20% | -$632K | 0.92% | 22 |
|
|
2023
Q2 | $3.29M | Sell |
76,163
-100,344
| -57% | -$4.33M | 1.22% | 15 |
|
|
2023
Q1 | $7.19M | Sell |
176,507
-4,987
| -3% | -$203K | 3.01% | 3 |
|
|
2022
Q4 | $7.06M | Buy |
181,494
+171,446
| +1,706% | +$6.67M | 3.53% | 3 |
|
|
2022
Q3 | $347K | Buy |
10,048
+91
| +0.9% | +$3.14K | 0.33% | 90 |
|
|
2022
Q2 | $367K | Buy |
9,957
+2,641
| +36% | +$97.3K | 0.34% | 89 |
|
|
2022
Q1 | $305K | Buy |
7,316
+933
| +15% | +$38.9K | 0.26% | 102 |
|
|
2021
Q4 | $268K | Buy |
+6,383
| New | +$268K | 0.24% | 113 |
|