ForthRight Wealth Management’s State Street 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 | $744K | Buy |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $200K | Buy |
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