GoalVest Advisory’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
5,860
| – | – | 0.08% | 106 |
|
|
2025
Q1 | $299K | Sell |
5,860
-58
| -1% | -$2.96K | 0.08% | 98 |
|
|
2024
Q4 | $303K | Hold |
5,918
| – | – | 0.08% | 101 |
|
|
2024
Q3 | $313K | Hold |
5,918
| – | – | 0.09% | 91 |
|
|
2024
Q2 | $288K | Hold |
5,918
| – | – | 0.09% | 87 |
|
|
2024
Q1 | $296K | Buy |
+5,918
| New | +$296K | 0.1% | 88 |
|
|
2022
Q4 | – | Sell |
-344
| Closed | -$12K | – | 271 |
|
|
2022
Q3 | $12K | Buy |
+344
| New | +$12K | 0.01% | 180 |
|