HWM
Howard Wealth Management’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 | $1.17M | Sell |
22,311
-400
| -2% | -$20.9K | 0.59% | 48 |
|
|
2025
Q1 | $1.16M | Sell |
22,711
-22
| -0.1% | -$1.12K | 0.65% | 44 |
|
|
2024
Q4 | $1.16M | Sell |
22,733
-180
| -0.8% | -$9.21K | 0.63% | 45 |
|
|
2024
Q3 | $1.21M | Buy |
22,913
+831
| +4% | +$43.9K | 0.71% | 38 |
|
|
2024
Q2 | $1.08M | Buy |
+22,082
| New | +$1.08M | 0.85% | 28 |
|
|
2024
Q1 | – | Sell |
-22,273
| Closed | -$1.04M | – | 109 |
|
|
2023
Q4 | $1.04M | Sell |
22,273
-30
| -0.1% | -$1.4K | 0.87% | 29 |
|
|
2023
Q3 | $920K | Sell |
22,303
-975
| -4% | -$40.2K | 0.85% | 33 |
|
|
2023
Q2 | $1.01M | Sell |
23,278
-1,165
| -5% | -$50.3K | 0.87% | 31 |
|
|
2023
Q1 | $995K | Buy |
24,443
+523
| +2% | +$21.3K | 0.83% | 33 |
|
|
2022
Q4 | $930K | Sell |
23,920
-8,096
| -25% | -$315K | 0.76% | 37 |
|
|
2022
Q3 | $1.1M | Buy |
32,016
+1,907
| +6% | +$65.8K | 0.78% | 39 |
|
|
2022
Q2 | $1.11M | Sell |
30,109
-1,855
| -6% | -$68.3K | 1.17% | 23 |
|
|
2022
Q1 | $1.33M | Sell |
31,964
-2,653
| -8% | -$111K | 0.73% | 39 |
|
|
2021
Q4 | $1.45M | Buy |
34,617
+1,780
| +5% | +$74.7K | 0.77% | 38 |
|
|
2021
Q3 | $1.28M | Buy |
32,837
+2,041
| +7% | +$79.6K | 0.72% | 39 |
|
|
2021
Q2 | $1.22M | Buy |
30,796
+2,575
| +9% | +$102K | 0.67% | 40 |
|
|
2021
Q1 | $1.07M | Buy |
28,221
+6,231
| +28% | +$236K | 0.62% | 44 |
|
|
2020
Q4 | $756K | Buy |
21,990
+4,941
| +29% | +$170K | 0.47% | 54 |
|
|
2020
Q3 | $514K | Sell |
17,049
-382
| -2% | -$11.5K | 0.37% | 65 |
|
|
2020
Q2 | $505K | Buy |
17,431
+1,442
| +9% | +$41.8K | 0.41% | 60 |
|
|
2020
Q1 | $413K | Buy |
15,989
+6,042
| +61% | +$156K | 0.43% | 57 |
|
|
2019
Q4 | $347K | Buy |
+9,947
| New | +$347K | 0.29% | 77 |
|