Glassman Wealth Services’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
Q2 | $201K | Hold |
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|
2025
Q1 | $196K | Hold |
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|
2024
Q4 | $196K | Hold |
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|
2024
Q3 | $203K | Hold |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $40.7K | Hold |
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|
2023
Q2 | $42.6K | Hold |
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|
2023
Q1 | $40.2K | Hold |
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|
2022
Q4 | $38.4K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $41K | Buy |
|