Invera Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Invera Wealth Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$211K	Buy
2025 Q1	–	Sell
2024 Q4	$256K	Sell
2024 Q3	$267K	Sell
2024 Q2	$357K	Sell
2024 Q1	$354K	Sell
2023 Q4	$361K	Buy