KWM
Kingsview Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
260,687
+1,178
| +0.5% | +$61.7K | 0.23% | 77 |
|
|
2025
Q1 | $13.3M | Buy |
259,509
+3,145
| +1% | +$161K | 0.25% | 74 |
|
|
2024
Q4 | $13.1M | Buy |
256,364
+7,776
| +3% | +$398K | 0.26% | 68 |
|
|
2024
Q3 | $13.1M | Sell |
248,588
-21,112
| -8% | -$1.12M | 0.28% | 67 |
|
|
2024
Q2 | $13.1M | Buy |
269,700
+935
| +0.3% | +$45.6K | 0.31% | 64 |
|
|
2024
Q1 | $13.5M | Buy |
268,765
+11,664
| +5% | +$584K | 0.34% | 59 |
|
|
2023
Q4 | $12M | Buy |
257,101
+2,669
| +1% | +$124K | 0.36% | 62 |
|
|
2023
Q3 | $10.5M | Buy |
254,432
+47,239
| +23% | +$1.95M | 0.38% | 60 |
|
|
2023
Q2 | $8.95M | Buy |
207,193
+18,017
| +10% | +$778K | 0.35% | 62 |
|
|
2023
Q1 | $7.7M | Sell |
189,176
-12,565
| -6% | -$512K | 0.32% | 67 |
|
|
2022
Q4 | $7.85M | Buy |
201,741
+91
| +0% | +$3.54K | 0.34% | 68 |
|
|
2022
Q3 | $6.96M | Sell |
201,650
-12,378
| -6% | -$427K | 0.33% | 68 |
|
|
2022
Q2 | $7.88M | Buy |
214,028
+17,932
| +9% | +$660K | 0.38% | 61 |
|
|
2022
Q1 | $8.19M | Sell |
196,096
-12,094
| -6% | -$505K | 0.36% | 62 |
|
|
2021
Q4 | $8.74M | Buy |
208,190
+12,317
| +6% | +$517K | 0.36% | 57 |
|
|
2021
Q3 | $7.64M | Buy |
195,873
+10,208
| +5% | +$398K | 0.36% | 54 |
|
|
2021
Q2 | $7.39M | Buy |
185,665
+2,208
| +1% | +$87.9K | 0.37% | 54 |
|
|
2021
Q1 | $7M | Buy |
183,457
+4,872
| +3% | +$186K | 0.4% | 54 |
|
|
2020
Q4 | $6.14M | Buy |
178,585
+1,201
| +0.7% | +$41.3K | 0.44% | 45 |
|
|
2020
Q3 | $5.36M | Sell |
177,384
-28,665
| -14% | -$866K | 0.48% | 46 |
|
|
2020
Q2 | $5.97M | Buy |
206,049
+14,580
| +8% | +$423K | 0.6% | 31 |
|
|
2020
Q1 | $4.95M | Buy |
191,469
+77,073
| +67% | +$1.99M | 0.67% | 30 |
|
|
2019
Q4 | $3.99M | Buy |
+114,396
| New | +$3.99M | 0.5% | 59 |
|
|
2019
Q2 | – | Sell |
-29,994
| Closed | -$908K | – | 464 |
|
|
2019
Q1 | $908K | Hold |
29,994
| – | – | 0.14% | 191 |
|
|
2018
Q4 | $815K | Buy |
29,994
+9,732
| +48% | +$264K | 0.18% | 153 |
|
|
2018
Q3 | $631K | Sell |
20,262
-448
| -2% | -$14K | 0.13% | 202 |
|
|
2018
Q2 | $614K | Buy |
20,710
+99
| +0.5% | +$2.94K | 0.15% | 171 |
|
|
2018
Q1 | $606K | Sell |
20,611
-2,102
| -9% | -$61.8K | 0.15% | 179 |
|
|
2017
Q4 | $697K | Buy |
22,713
+17,091
| +304% | +$524K | 0.25% | 129 |
|
|
2017
Q3 | $656K | Sell |
5,622
-406
| -7% | -$47.4K | 0.29% | 108 |
|
|
2017
Q2 | $685K | Sell |
6,028
-8
| -0.1% | -$909 | 0.35% | 91 |
|
|
2017
Q1 | $680K | Buy |
+6,036
| New | +$680K | 0.4% | 85 |
|