Family 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 | – | Sell |
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|
2025
Q1 | $64.7K | Hold |
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|
2024
Q4 | $64.7K | Hold |
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|
2024
Q3 | $66.9K | Hold |
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|
2024
Q2 | $61.7K | Hold |
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|
2024
Q1 | $63.4K | Hold |
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|
2023
Q4 | $59K | Hold |
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|
2023
Q3 | $52.2K | Sell |
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|
2023
Q2 | $76.5K | Sell |
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|
2023
Q1 | $165K | Sell |
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|
2022
Q4 | $175K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $48K | Hold |
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|
2019
Q4 | $65K | Buy |
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|
2019
Q3 | $58K | Hold |
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|
2019
Q2 | $57K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $852K | Buy |
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