GeoWealth 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 | $348K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $7.36M | Buy |
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|
2024
Q3 | $7.35M | Buy |
|
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|
2024
Q2 | $5.76M | Buy |
|
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|
2024
Q1 | $119K | Buy |
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|
2023
Q4 | $6K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $15K | Hold |
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|
2022
Q3 | $13K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $284K | Buy |
|