Golden State Wealth Management’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 | $4.25M | Sell |
81,252
-875
| -1% | -$45.8K | 0.52% | 36 |
|
|
2025
Q1 | $4.19M | Buy |
82,127
+505
| +0.6% | +$25.8K | 0.62% | 33 |
|
|
2024
Q4 | $4.17M | Buy |
+81,622
| New | +$4.17M | 0.63% | 31 |
|
|
2019
Q4 | – | Sell |
-1,014
| Closed | -$32K | – | 795 |
|
|
2019
Q3 | $32K | Hold |
1,014
| – | – | 0.01% | 532 |
|
|
2019
Q2 | $31K | Hold |
1,014
| – | – | 0.01% | 548 |
|
|
2019
Q1 | $31K | Buy |
+1,014
| New | +$31K | 0.01% | 541 |
|