Ironwood Financial’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 | $797K | Hold |
15,597
| – | – | 0.17% | 86 |
|
|
2025
Q1 | $797K | Buy |
15,597
+285
| +2% | +$14.6K | 0.17% | 86 |
|
|
2024
Q4 | $783K | Buy |
15,312
+5,865
| +62% | +$300K | 0.16% | 87 |
|
|
2024
Q3 | $499K | Hold |
9,447
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $460K | Hold |
9,447
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $473K | Buy |
9,447
+116
| +1% | +$5.81K | 0.11% | 109 |
|
|
2023
Q4 | $435K | Hold |
9,331
| – | – | 0.11% | 108 |
|
|
2023
Q3 | $385K | Hold |
9,331
| – | – | 0.1% | 103 |
|
|
2023
Q2 | $403K | Hold |
9,331
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $380K | Buy |
9,331
+484
| +5% | +$19.7K | 0.11% | 106 |
|
|
2022
Q4 | $344K | Buy |
+8,847
| New | +$344K | 0.11% | 111 |
|