HSWS
Higgins & Schmidt Wealth Strategies’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 | $29.5M | Buy |
564,436
+60,835
| +12% | +$3.18M | 16.36% | 2 |
|
|
2025
Q1 | $25.7M | Buy |
503,601
+19,962
| +4% | +$1.02M | 15.19% | 2 |
|
|
2024
Q4 | $24.7M | Buy |
483,639
+233,120
| +93% | +$11.9M | 15.42% | 2 |
|
|
2024
Q3 | $13.2M | Buy |
250,519
+11,240
| +5% | +$594K | 8.55% | 4 |
|
|
2024
Q2 | $11.7M | Buy |
239,279
+6,055
| +3% | +$295K | 8.41% | 4 |
|
|
2024
Q1 | $11.7M | Buy |
233,224
+8,983
| +4% | +$450K | 8.62% | 4 |
|
|
2023
Q4 | $10.5M | Buy |
+224,241
| New | +$10.5M | 8.42% | 4 |
|