GFG
Goldstone Financial Group’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 | $11.5M | Buy |
215,595
+9,687
| +5% | +$515K | 1.52% | 18 |
|
|
2025
Q1 | $10.5M | Buy |
205,908
+6,947
| +3% | +$355K | 1.59% | 18 |
|
|
2024
Q4 | $10.2M | Buy |
198,961
+34,907
| +21% | +$1.79M | 1.59% | 18 |
|
|
2024
Q3 | $8.67M | Buy |
164,054
+20,756
| +14% | +$1.1M | 1.51% | 20 |
|
|
2024
Q2 | $6.98M | Buy |
143,298
+14,943
| +12% | +$728K | 1.4% | 21 |
|
|
2024
Q1 | $6.43M | Buy |
128,355
+25,091
| +24% | +$1.26M | 1.48% | 20 |
|
|
2023
Q4 | $4.82M | Buy |
103,264
+10,373
| +11% | +$484K | 1.24% | 22 |
|
|
2023
Q3 | $3.83M | Buy |
92,891
+7,981
| +9% | +$329K | 1.14% | 23 |
|
|
2023
Q2 | $3.67M | Buy |
84,910
+21,193
| +33% | +$916K | 1.08% | 23 |
|
|
2023
Q1 | $2.59M | Buy |
+63,717
| New | +$2.59M | 0.86% | 26 |
|