Integrated Wealth Concepts’s 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
Q2 | $52.4M | Buy |
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|
2025
Q1 | $38.5M | Buy |
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|
2024
Q4 | $29.3M | Buy |
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|
2024
Q3 | $18.5M | Buy |
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|
2024
Q2 | $16.8M | Buy |
|
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|
2024
Q1 | $16M | Buy |
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|
2023
Q4 | $13.6M | Buy |
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|
2023
Q3 | $9.66M | Sell |
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|
2023
Q2 | $11.1M | Buy |
|
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|
2023
Q1 | $3.96M | Sell |
|
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $2.24M | Buy |
|
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $457K | Buy |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $284K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $560K | Buy |
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