Kingswood Wealth Advisors’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 | $896K | Buy |
17,119
+868
| +5% | +$45.4K | 0.07% | 283 |
|
|
2025
Q1 | $830K | Sell |
16,251
-3,966
| -20% | -$203K | 0.08% | 290 |
|
|
2024
Q4 | $1.03M | Sell |
20,217
-708
| -3% | -$36.2K | 0.08% | 267 |
|
|
2024
Q3 | $1.11M | Sell |
20,925
-10,108
| -33% | -$534K | 0.08% | 266 |
|
|
2024
Q2 | $1.51M | Buy |
31,033
+25,223
| +434% | +$1.23M | 0.14% | 153 |
|
|
2024
Q1 | $291K | Sell |
5,810
-1,275
| -18% | -$63.9K | 0.03% | 489 |
|
|
2023
Q4 | $330K | Buy |
+7,085
| New | +$330K | 0.04% | 441 |
|