Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
35,900
+8,134
| +29% | +$426K | 0.05% | 294 |
|
|
2025
Q1 | $1.42M | Sell |
27,766
-1,526,185
| -98% | -$77.9M | 0.05% | 308 |
|
|
2024
Q4 | $79.5M | Buy |
1,553,951
+1,528,528
| +6,012% | +$78.2M | 1.05% | 14 |
|
|
2024
Q3 | $1.34M | Buy |
25,423
+1,512
| +6% | +$79.9K | 0.05% | 280 |
|
|
2024
Q2 | $1.17M | Buy |
23,911
+1,632
| +7% | +$79.5K | 0.04% | 294 |
|
|
2024
Q1 | $1.12M | Buy |
22,279
+13,822
| +163% | +$692K | 0.04% | 305 |
|
|
2023
Q4 | $394K | Buy |
+8,457
| New | +$394K | 0.01% | 483 |
|
|
2020
Q2 | – | Sell |
-14,249
| Closed | -$368K | – | 522 |
|
|
2020
Q1 | $368K | Sell |
14,249
-21,392
| -60% | -$552K | 0.05% | 245 |
|
|
2019
Q4 | $1.24M | Buy |
+35,641
| New | +$1.24M | 0.05% | 321 |
|