Investments & Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $611K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $555K | Sell |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $298K | Buy |
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