Founders Financial Securities’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
Q3 | $72.2M | Buy |
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|
2025
Q2 | $51.6M | Buy |
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|
2025
Q1 | $43.9M | Sell |
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|
2024
Q4 | $47.8M | Buy |
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|
2024
Q3 | $34.1M | Sell |
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|
2024
Q2 | $32.5M | Sell |
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|
2024
Q1 | $35M | Sell |
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|
2023
Q4 | $41.5M | Buy |
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|
2023
Q3 | $32.8M | Buy |
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|
2023
Q2 | $32.7M | Sell |
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|
2023
Q1 | $33.9M | Buy |
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|
2022
Q4 | $24M | Buy |
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|
2022
Q3 | $21M | Sell |
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|
2022
Q2 | $27.8M | Sell |
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|
2022
Q1 | $38.9M | Buy |
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|
2021
Q4 | $38.8M | Buy |
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|
2021
Q3 | $35M | Buy |
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|
2021
Q2 | $35.4M | Buy |
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|
2021
Q1 | $31.4M | Buy |
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|
2020
Q4 | $26.8M | Buy |
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|
2020
Q3 | $22.9M | Sell |
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|
2020
Q2 | $22.4M | Buy |
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|
2020
Q1 | $4.87M | Sell |
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|
2019
Q4 | $10.1M | Buy |
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|
2019
Q3 | $7.16M | Sell |
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|
2019
Q2 | $7.37M | Sell |
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|
2019
Q1 | $7.93M | Sell |
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|
2018
Q4 | $11M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.99M | Sell |
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|
2018
Q1 | $8.91M | Buy |
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