Goldstone Financial Group’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
2026 Q1	$7.47M	Sell	132,057 -73,494	-36%	-$4.26M	0.81%	38
2025 Q4	$11.7M	Sell	205,551 -996	-0.5%	-$56K	1.3%	22
2025 Q3	$11.4M	Sell	206,547 -9,048	-4%	-$487K	1.35%	21
2025 Q2	$11.5M	Buy	215,595 +9,687	+5%	+$484K	1.52%	18
2025 Q1	$10.5M	Buy	205,908 +6,947	+3%	+$360K	1.59%	18
2024 Q4	$10.2M	Buy	198,961 +34,907	+21%	+$1.86M	1.59%	18
2024 Q3	$8.67M	Buy	164,054 +20,756	+14%	+$1.06M	1.51%	20
2024 Q2	$6.98M	Buy	143,298 +14,943	+12%	+$730K	1.4%	21
2024 Q1	$6.43M	Buy	128,355 +25,091	+24%	+$1.2M	1.48%	20
2023 Q4	$4.82M	Buy	103,264 +10,373	+11%	+$447K	1.24%	22
2023 Q3	$3.83M	Buy	92,891 +7,981	+9%	+$346K	1.14%	23
2023 Q2	$3.67M	Buy	84,910 +21,193	+33%	+$875K	1.08%	23
2023 Q1	$2.59M	Buy	+63,717	New	+$2.58M	0.86%	26