Greystone Financial Group’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 | $354K | Sell |
6,773
-17
| -0.3% | -$890 | 0.06% | 89 |
|
|
2025
Q1 | $347K | Buy |
6,790
+17
| +0.3% | +$868 | 0.06% | 93 |
|
|
2024
Q4 | $346K | Hold |
6,773
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $358K | Buy |
6,773
+56
| +0.8% | +$2.96K | 0.06% | 96 |
|
|
2024
Q2 | $327K | Buy |
6,717
+40
| +0.6% | +$1.95K | 0.06% | 97 |
|
|
2024
Q1 | $335K | Sell |
6,677
-24,671
| -79% | -$1.24M | 0.07% | 98 |
|
|
2023
Q4 | $1.46M | Buy |
31,348
+10,079
| +47% | +$470K | 0.34% | 52 |
|
|
2023
Q3 | $878K | Buy |
+21,269
| New | +$878K | 0.22% | 61 |
|