EWM
Empirical 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 | $3.07M | Buy |
58,577
+6,850
| +13% | +$359K | 0.07% | 175 |
|
|
2025
Q1 | $2.64M | Sell |
51,727
-309
| -0.6% | -$15.8K | 0.07% | 177 |
|
|
2024
Q4 | $2.66M | Sell |
52,036
-1,382
| -3% | -$70.7K | 0.07% | 164 |
|
|
2024
Q3 | $2.82M | Sell |
53,418
-1,960
| -4% | -$104K | 0.08% | 160 |
|
|
2024
Q2 | $2.7M | Sell |
55,378
-1,445
| -3% | -$70.4K | 0.08% | 153 |
|
|
2024
Q1 | $2.85M | Sell |
56,823
-13,462
| -19% | -$674K | 0.09% | 141 |
|
|
2023
Q4 | $3.28M | Sell |
70,285
-32,984
| -32% | -$1.54M | 0.11% | 124 |
|
|
2023
Q3 | $4.26M | Sell |
103,269
-73,034
| -41% | -$3.01M | 0.17% | 102 |
|
|
2023
Q2 | $7.62M | Buy |
+176,303
| New | +$7.62M | 0.31% | 66 |
|