EWM
Evermay Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Sell |
3,179
-49
| -2% | -$2.57K | 0.02% | 210 |
|
|
2025
Q1 | $165K | Hold |
3,228
| – | – | 0.02% | 209 |
|
|
2024
Q4 | $165K | Hold |
3,228
| – | – | 0.03% | 213 |
|
|
2024
Q3 | $171K | Sell |
3,228
-231
| -7% | -$12.2K | 0.03% | 210 |
|
|
2024
Q2 | $169K | Hold |
3,459
| – | – | 0.03% | 209 |
|
|
2024
Q1 | $173K | Buy |
3,459
+280
| +9% | +$14K | 0.03% | 211 |
|
|
2023
Q4 | $148K | Hold |
3,179
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $131K | Hold |
3,179
| – | – | 0.03% | 205 |
|
|
2023
Q2 | $137K | Hold |
3,179
| – | – | 0.03% | 213 |
|
|
2023
Q1 | $129K | Hold |
3,179
| – | – | 0.03% | 211 |
|
|
2022
Q4 | $124K | Hold |
3,179
| – | – | 0.03% | 206 |
|
|
2022
Q3 | $110K | Hold |
3,179
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $117K | Hold |
3,179
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $133K | Buy |
+3,179
| New | +$133K | 0.02% | 224 |
|