Goldstein 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 | $245K | Hold |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $229K | Buy |
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