Geneos Wealth Management’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
Q2 | $29.4M | Sell |
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|
2025
Q1 | $57.8M | Buy |
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|
2024
Q4 | $26.7M | Sell |
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|
2024
Q3 | $27.9M | Buy |
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|
2024
Q2 | $24.1M | Buy |
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|
2024
Q1 | $23.2M | Buy |
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|
2023
Q4 | $21M | Buy |
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|
2023
Q3 | $16.9M | Buy |
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|
2023
Q2 | $16.9M | Buy |
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|
2023
Q1 | $15M | Buy |
|
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $8.95M | Buy |
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|
2022
Q2 | $8.86M | Buy |
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|
2022
Q1 | $8.14M | Buy |
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|
2021
Q4 | $7.8M | Buy |
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|
2021
Q3 | $6.44M | Buy |
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|
2021
Q2 | $5.86M | Sell |
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|
2021
Q1 | $57.3M | Buy |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $819K | Buy |
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|
2018
Q3 | $794K | Buy |
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|
2018
Q2 | $574K | Buy |
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|
2018
Q1 | $513K | Buy |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $94K | Buy |
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|
2017
Q2 | $79K | Hold |
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|
2017
Q1 | $78K | Hold |
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|
2016
Q4 | $76K | Hold |
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|
2016
Q3 | $72K | Sell |
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|
2016
Q2 | $372K | Hold |
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|
2016
Q1 | $361K | Buy |
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