Evermay Wealth Management’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 | $166K | Sell |
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|
2025
Q1 | $165K | Hold |
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|
2024
Q4 | $165K | Hold |
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|
2024
Q3 | $171K | Sell |
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|
2024
Q2 | $169K | Hold |
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|
2024
Q1 | $173K | Buy |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $137K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $117K | Hold |
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|
2022
Q1 | $133K | Buy |
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