Journey Strategic Wealth’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	$20.9M	Buy	398,782 +49,195	+14%	+$2.57M	0.68%	12
2025 Q1	$17.9M	Buy	349,587 +53,896	+18%	+$2.75M	0.62%	10
2024 Q4	$15.1M	Buy	295,691 +2,490	+0.8%	+$127K	0.57%	14
2024 Q3	$15.5M	Buy	+293,201	New	+$15.5M	0.57%	12