Everhart 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
Sell
2025
Q1
$472K Buy
2024
Q4
Sell
2024
Q3
$277K Buy
2024
Q2
$241K Buy
2024
Q1
$247K Sell
2023
Q4
$258K Buy
2023
Q3
$212K Buy
2023
Q2
$216K Buy
2023
Q1
$203K Sell
2022
Q4
$262K Buy