FWM
ForthRight 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 | $744K | Buy |
14,209
+1,235
| +10% | +$64.6K | 0.23% | 38 |
|
|
2025
Q1 | $663K | Buy |
12,974
+2
| +0% | +$102 | 0.22% | 38 |
|
|
2024
Q4 | $663K | Buy |
12,972
+3
| +0% | +$153 | 0.22% | 39 |
|
|
2024
Q3 | $686K | Sell |
12,969
-96
| -0.7% | -$5.07K | 0.23% | 38 |
|
|
2024
Q2 | $637K | Sell |
13,065
-508
| -4% | -$24.8K | 0.23% | 39 |
|
|
2024
Q1 | $680K | Buy |
13,573
+3
| +0% | +$150 | 0.24% | 38 |
|
|
2023
Q4 | $633K | Buy |
13,570
+1,131
| +9% | +$52.7K | 0.25% | 36 |
|
|
2023
Q3 | $513K | Buy |
12,439
+2
| +0% | +$83 | 0.22% | 38 |
|
|
2023
Q2 | $537K | Buy |
12,437
+89
| +0.7% | +$3.85K | 0.22% | 36 |
|
|
2023
Q1 | $503K | Buy |
12,348
+3
| +0% | +$122 | 0.23% | 33 |
|
|
2022
Q4 | $480K | Buy |
12,345
+1,202
| +11% | +$46.7K | 0.25% | 30 |
|
|
2022
Q3 | $384K | Sell |
11,143
-775
| -7% | -$26.7K | 0.23% | 32 |
|
|
2022
Q2 | $439K | Buy |
11,918
+7,133
| +149% | +$263K | 0.24% | 30 |
|
|
2022
Q1 | $200K | Buy |
+4,785
| New | +$200K | 0.1% | 45 |
|