GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Hold |
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|
2025
Q4 | $333K | Hold |
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|
2025
Q3 | $324K | Hold |
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|
2025
Q2 | $307K | Hold |
|
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $303K | Hold |
|
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|
2024
Q3 | $313K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $296K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $12K | Buy |
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