Horizon Family Wealth’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 | $5.45M | Buy |
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|
2025
Q2 | $5.14M | Buy |
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|
2025
Q1 | $4.65M | Sell |
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|
2024
Q4 | $4.69M | Sell |
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|
2024
Q3 | $4.94M | Sell |
|
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|
2024
Q2 | $4.58M | Buy |
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|
2024
Q1 | $4.69M | Buy |
|
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|
2023
Q4 | $4.31M | Sell |
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|
2023
Q3 | $3.84M | Buy |
|
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|
2023
Q2 | $3.92M | Sell |
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|
2023
Q1 | $3.78M | Buy |
|
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|
2022
Q4 | $3.6M | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $3.87M | Buy |
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|
2022
Q1 | $4.01M | Sell |
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|
2021
Q4 | $4.09M | Buy |
|