Excalibur Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,290
Closed -$247K 162
2023
Q4
$247K Buy
+5,290
New +$247K 0.12% 141
2022
Q1
Sell
-4,900
Closed -$206K 161
2021
Q4
$206K Buy
+4,900
New +$206K 0.08% 155