JP Morgan Private 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
2023
Q3
$32.1M Sell
2023
Q2
$34.1M Sell
2023
Q1
$46.7M Buy
2022
Q4
$30M Buy
2022
Q3
$22.5M Sell
2022
Q2
$24.2M Sell
2022
Q1
$28.5M Sell
2021
Q4
$29.1M Buy
2021
Q3
$26.9M Buy
2021
Q2
$25.9M Buy
2021
Q1
$22.5M Sell
2020
Q4
$23.8M Buy
2020
Q3
$19.5M Buy
2020
Q2
$14.4M Buy
2020
Q1
$372K Buy
2019
Q4
$500K Buy
2019
Q3
$366K Buy
2019
Q2
$356K Buy
2019
Q1
$342K Buy
2018
Q4
$305K Buy
2018
Q3
$341K Buy