Dynasty Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219M | Sell |
4,189,223
-204,912
| -5% | -$10.7M | 3.74% | 10 |
|
|
2025
Q1 | $224M | Buy |
4,394,135
+1,083,736
| +33% | +$55.3M | 3.74% | 10 |
|
|
2024
Q4 | $169M | Buy |
3,310,399
+1,380,993
| +72% | +$70.6M | 2.92% | 12 |
|
|
2024
Q3 | $185M | Sell |
1,929,406
-1,345,543
| -41% | -$129M | 5.59% | 7 |
|
|
2024
Q2 | $160M | Buy |
3,274,949
+223,715
| +7% | +$10.9M | 4.71% | 7 |
|
|
2024
Q1 | $153M | Buy |
+3,051,234
| New | +$153M | 4.87% | 8 |
|