Frisch Financial Group’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 | $1.05M | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q3 | $475K | Buy |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5.23M | Buy |
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|
2019
Q4 | $6.75M | Sell |
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|
2019
Q3 | $6.29M | Sell |
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|
2019
Q2 | $6.25M | Sell |
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|
2019
Q1 | $6.17M | Buy |
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|
2018
Q4 | $5.53M | Buy |
|