Keener Financial Planning’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 | $3.78M | Buy |
72,222
+4,874
| +7% | +$255K | 1.88% | 8 |
|
|
2025
Q1 | $3.44M | Sell |
67,348
-6,046
| -8% | -$309K | 2.24% | 7 |
|
|
2024
Q4 | $3.75M | Buy |
73,394
+7,588
| +12% | +$388K | 2.22% | 7 |
|
|
2024
Q3 | $3.48M | Sell |
65,806
-98,362
| -60% | -$5.2M | 2.28% | 7 |
|
|
2024
Q2 | $8M | Sell |
164,168
-91,980
| -36% | -$4.48M | 5.22% | 5 |
|
|
2024
Q1 | $12.8M | Buy |
256,148
+13,658
| +6% | +$684K | 8.83% | 3 |
|
|
2023
Q4 | $11.3M | Buy |
+242,490
| New | +$11.3M | 8.74% | 3 |
|