GA
Goldstein Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
4,434
-134
| -3% | -$7.01K | 0.03% | 167 |
|
|
2025
Q1 | $233K | Hold |
4,568
| – | – | 0.03% | 165 |
|
|
2024
Q4 | $234K | Sell |
4,568
-121
| -3% | -$6.19K | 0.03% | 159 |
|
|
2024
Q3 | $248K | Sell |
4,689
-374
| -7% | -$19.8K | 0.04% | 153 |
|
|
2024
Q2 | $247K | Sell |
5,063
-116
| -2% | -$5.65K | 0.04% | 137 |
|
|
2024
Q1 | $259K | Sell |
5,179
-354
| -6% | -$17.7K | 0.04% | 131 |
|
|
2023
Q4 | $258K | Sell |
5,533
-88
| -2% | -$4.1K | 0.04% | 148 |
|
|
2023
Q3 | $232K | Sell |
5,621
-80
| -1% | -$3.3K | 0.05% | 120 |
|
|
2023
Q2 | $246K | Hold |
5,701
| – | – | 0.05% | 124 |
|
|
2023
Q1 | $232K | Sell |
5,701
-190
| -3% | -$7.74K | 0.05% | 122 |
|
|
2022
Q4 | $229K | Buy |
+5,891
| New | +$229K | 0.06% | 121 |
|