EFG
Erickson Financial Group’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 | $271K | Hold |
5,182
| – | – | 0.18% | 24 |
|
|
2025
Q1 | $265K | Hold |
5,182
| – | – | 0.2% | 23 |
|
|
2024
Q4 | $265K | Hold |
5,182
| – | – | 0.19% | 24 |
|
|
2024
Q3 | $274K | Hold |
5,182
| – | – | 0.2% | 23 |
|
|
2024
Q2 | $253K | Sell |
5,182
-2,681
| -34% | -$131K | 0.19% | 22 |
|
|
2024
Q1 | $394K | Buy |
7,863
+48
| +0.6% | +$2.41K | 0.31% | 19 |
|
|
2023
Q4 | $364K | Hold |
7,815
| – | – | 0.3% | 18 |
|
|
2023
Q3 | $322K | Hold |
7,815
| – | – | 0.3% | 20 |
|
|
2023
Q2 | $338K | Hold |
7,815
| – | – | 0.31% | 20 |
|
|
2023
Q1 | $318K | Hold |
7,815
| – | – | 0.32% | 20 |
|
|
2022
Q4 | $304K | Hold |
7,815
| – | – | 0.33% | 21 |
|
|
2022
Q3 | $270K | Hold |
7,815
| – | – | 0.3% | 21 |
|
|
2022
Q2 | $288K | Hold |
7,815
| – | – | 0.31% | 21 |
|
|
2022
Q1 | $326K | Hold |
7,815
| – | – | 0.29% | 21 |
|
|
2021
Q4 | $328K | Buy |
+7,815
| New | +$328K | 0.28% | 21 |
|