Fiduciary 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 | $256K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $230K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $549K | Sell |
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|
2020
Q1 | $537K | Buy |
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|
2019
Q4 | $370K | Buy |
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