Edmonds Duncan Registered Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31.9M | Buy |
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|
2024
Q2 | $27.4M | Sell |
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|
2024
Q1 | $29.6M | Buy |
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|
2023
Q4 | $27.3M | Buy |
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|
2023
Q3 | $22.6M | Buy |
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|
2023
Q2 | $23.6M | Buy |
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|
2023
Q1 | $21.8M | Sell |
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|
2022
Q4 | $20.9M | Sell |
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|
2022
Q3 | $18.9M | Buy |
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|
2022
Q2 | $19.7M | Sell |
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|
2022
Q1 | $24.1M | Buy |
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|
2021
Q4 | $23.7M | Buy |
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|
2021
Q3 | $21.7M | Buy |
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|
2021
Q2 | $21.3M | Buy |
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|
2021
Q1 | $19.9M | Sell |
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|
2020
Q4 | $19.1M | Buy |
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|
2020
Q3 | $11M | Buy |
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|
2020
Q2 | $9.38M | Buy |
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|
2020
Q1 | $8.19M | Buy |
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