Gladstone Institutional Advisory’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
Q3 | $40.4M | Sell |
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|
2025
Q2 | $40.1M | Buy |
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|
2025
Q1 | $37M | Buy |
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|
2024
Q4 | $31.8M | Buy |
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|
2024
Q3 | $24.5M | Buy |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $842K | Buy |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $283K | Buy |
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