Hoge Financial Services’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
2024
Q4
Sell
-7,983
Closed -$422K 61
2024
Q3
$422K Buy
7,983
+42
+0.5% +$2.22K 0.32% 33
2024
Q2
$387K Buy
7,941
+46
+0.6% +$2.24K 0.32% 33
2024
Q1
$396K Buy
7,895
+41
+0.5% +$2.05K 0.32% 34
2023
Q4
$366K Buy
+7,854
New +$366K 0.37% 32