Glass Jacobson Investment Advisors’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
Q3
$713K Sell
2025
Q2
$703K Sell
2025
Q1
$702K Hold
2024
Q4
$702K Buy
2024
Q3
$709K Buy
2024
Q2
$653K Buy
2024
Q1
$671K Buy
2023
Q4
$625K Buy
2023
Q3
$542K Buy
2023
Q2
$416K Buy
2022
Q4
$374K Buy