Medallion Wealth Advisors, LLC’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
2026
Q1
Sell
2025
Q4
$3.61K Buy
2025
Q3
$3.5K Hold
2025
Q2
$3.33K Hold
2025
Q1
$3.2K Buy
2024
Q4
$3.19K Buy