Erickson Financial Group’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $274K | Hold |
|
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $394K | Buy |
|
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $328K | Buy |
|