JFS Wealth Advisors’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 | $225K | Sell |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $143K | Buy |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $99.5K | Sell |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $137K | Hold |
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|
2022
Q1 | $155K | Buy |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $16K | Buy |
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