Grimes & Company’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 | $685K | Buy |
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|
2025
Q2 | $645K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $220K | Buy |
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