Founders Financial Alliance’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
35,498
+4,829
| +16% | +$253K | 0.42% | 55 |
|
|
2025
Q1 | $1.57M | Buy |
30,669
+1,550
| +5% | +$79.2K | 0.38% | 60 |
|
|
2024
Q4 | $1.49M | Buy |
29,119
+2,119
| +8% | +$108K | 0.41% | 53 |
|
|
2024
Q3 | $1.43M | Buy |
27,000
+1,232
| +5% | +$65.1K | 0.4% | 57 |
|
|
2024
Q2 | $1.26M | Sell |
25,768
-4,934
| -16% | -$240K | 0.37% | 61 |
|
|
2024
Q1 | $1.54M | Buy |
30,702
+17,149
| +127% | +$859K | 0.46% | 46 |
|
|
2023
Q4 | $632K | Buy |
13,553
+910
| +7% | +$42.4K | 0.25% | 89 |
|
|
2023
Q3 | $522K | Buy |
12,643
+849
| +7% | +$35K | 0.23% | 96 |
|
|
2023
Q2 | $510K | Buy |
11,794
+6,245
| +113% | +$270K | 0.2% | 105 |
|
|
2023
Q1 | $226K | Buy |
5,549
+149
| +3% | +$6.07K | 0.11% | 187 |
|
|
2022
Q4 | $210K | Buy |
5,400
+227
| +4% | +$8.83K | 0.1% | 211 |
|
|
2022
Q3 | $178K | Buy |
5,173
+5,014
| +3,153% | +$173K | 0.09% | 214 |
|
|
2022
Q2 | $6K | Buy |
+159
| New | +$6K | ﹤0.01% | 455 |
|