ERn Financial LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.7M | Buy |
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|
2025
Q2 | $30.3M | Buy |
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|
2025
Q1 | $28.5M | Buy |
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|
2024
Q4 | $27.7M | Buy |
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|
2024
Q3 | $27.6M | Buy |
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|
2024
Q2 | $23.7M | Sell |
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|
2024
Q1 | $25.9M | Buy |
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|
2023
Q4 | $23M | Buy |
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|
2023
Q3 | $6.11M | Buy |
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|
2023
Q2 | $6.19M | Buy |
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|
2023
Q1 | $5.65M | Sell |
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|
2022
Q4 | $5.7M | Buy |
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|
2022
Q3 | $5M | Buy |
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|
2022
Q2 | $5.08M | Sell |
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|
2022
Q1 | $8.1M | Sell |
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|
2021
Q4 | $8.53M | Buy |
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|
2021
Q3 | $7.89M | Sell |
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|
2021
Q2 | $8.07M | Sell |
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|
2021
Q1 | $9.77M | Sell |
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|
2020
Q4 | $9.12M | Sell |
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|
2020
Q3 | $8.5M | Sell |
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|
2020
Q2 | $8.22M | Sell |
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|
2020
Q1 | $8.03M | Buy |
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|
2019
Q4 | $10M | Sell |
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|
2019
Q3 | $9.63M | Buy |
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|
2019
Q2 | $8.96M | Buy |
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|
2019
Q1 | $8.87M | Buy |
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|
2018
Q4 | $6.82M | Buy |
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