Essex Savings Bank’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
Q2 | $306K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $124K | Hold |
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|
2019
Q1 | $120K | Sell |
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|
2018
Q4 | $131K | Buy |
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