HCC
Hirtle Callaghan & Co’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 | $706K | Sell |
13,497
-1,019
| -7% | -$53.3K | 0.03% | 70 |
|
|
2025
Q1 | $741K | Sell |
14,516
-255
| -2% | -$13K | 0.03% | 74 |
|
|
2024
Q4 | $755K | Sell |
14,771
-288
| -2% | -$14.7K | 0.03% | 71 |
|
|
2024
Q3 | $796K | Hold |
15,059
| – | – | 0.03% | 65 |
|
|
2024
Q2 | $734K | Buy |
15,059
+10,800
| +254% | +$526K | 0.03% | 64 |
|
|
2024
Q1 | $213K | Sell |
4,259
-411
| -9% | -$20.6K | 0.01% | 94 |
|
|
2023
Q4 | $218K | Buy |
+4,670
| New | +$218K | 0.01% | 91 |
|