Fourth Dimension Wealth’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
$1.07M Buy
20,465
+3,163
+18% +$166K 0.45% 47
2025
Q1
$884K Buy
17,302
+1,420
+9% +$72.5K 0.43% 47
2024
Q4
$884K Buy
+15,882
New +$884K 0.46% 41