Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
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|
2025
Q1 | $460K | Hold |
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|
2024
Q4 | $460K | Hold |
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|
2024
Q3 | $476K | Hold |
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|
2024
Q2 | $439K | Hold |
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|
2024
Q1 | $451K | Hold |
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $242K | Buy |
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