ERTS Wealth Advisors’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 | $24.6M | Sell |
|
|||||
|
2025
Q1 | $51.8M | Buy |
|
|||||
|
2024
Q4 | $48.7M | Buy |
|
|||||
|
2024
Q3 | $48.3M | Sell |
|
|||||
|
2024
Q2 | $45.7M | Sell |
|
|||||
|
2024
Q1 | $77.3M | Sell |
|
|||||
|
2023
Q4 | $72M | Buy |
|
|||||
|
2023
Q3 | $62.8M | Buy |
|
|||||
|
2023
Q2 | $35M | Sell |
|
|||||
|
2023
Q1 | $33M | Sell |
|
|||||
|
2022
Q4 | $44.4M | Sell |
|
|||||
|
2022
Q3 | $50M | Sell |
|
|||||
|
2022
Q2 | $61.4M | Buy |
|
|||||
|
2022
Q1 | $59.1M | Sell |
|
|||||
|
2021
Q4 | $61.2M | Buy |
|
|||||
|
2021
Q3 | $615K | Sell |
|
|||||
|
2021
Q2 | $50.9M | Buy |
|
|||||
|
2021
Q1 | $42.2M | Buy |
|
|||||
|
2020
Q4 | $30.9M | Buy |
|
|||||
|
2020
Q3 | $26.9M | Buy |
|
|||||
|
2020
Q2 | $25.7M | Buy |
|
|||||
|
2020
Q1 | $20.3M | Buy |
|