GA
Geller Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $662K | Hold |
12,938
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $684K | Hold |
12,938
| – | – | 0.05% | 102 |
|
|
2024
Q2 | $631K | Hold |
12,938
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $648K | Hold |
12,938
| – | – | 0.05% | 107 |
|
|
2023
Q4 | $603K | Hold |
12,938
| – | – | 0.06% | 105 |
|
|
2023
Q3 | $534K | Hold |
12,938
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $559K | Buy |
+12,938
| New | +$559K | 0.07% | 101 |
|