JDM Financial Group’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 | $3.44M | Sell |
65,699
-48
| -0.1% | -$2.51K | 1.62% | 15 |
|
|
2025
Q1 | $3.36M | Sell |
65,747
-464
| -0.7% | -$23.7K | 1.7% | 14 |
|
|
2024
Q4 | $3.39M | Buy |
66,211
+2,895
| +5% | +$148K | 1.76% | 14 |
|
|
2024
Q3 | $3.35M | Sell |
63,316
-35,488
| -36% | -$1.88M | 1.82% | 14 |
|
|
2024
Q2 | $4.82M | Buy |
98,804
+1,856
| +2% | +$90.5K | 3.25% | 10 |
|
|
2024
Q1 | $4.86M | Buy |
96,948
+7,581
| +8% | +$380K | 3.54% | 8 |
|
|
2023
Q4 | $4.17M | Sell |
89,367
-913
| -1% | -$42.6K | 3.46% | 9 |
|
|
2023
Q3 | $3.72M | Buy |
90,280
+189
| +0.2% | +$7.8K | 3.43% | 10 |
|
|
2023
Q2 | $3.89M | Buy |
90,091
+449
| +0.5% | +$19.4K | 3.38% | 10 |
|
|
2023
Q1 | $3.65M | Sell |
89,642
-5,401
| -6% | -$220K | 3.36% | 9 |
|
|
2022
Q4 | $3.7M | Buy |
+95,043
| New | +$3.7M | 3.54% | 8 |
|