Kingswood Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Kingswood Wealth Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$812K	Sell
2025 Q2	$896K	Buy
2025 Q1	$830K	Sell
2024 Q4	$1.03M	Sell
2024 Q3	$1.11M	Sell
2024 Q2	$1.51M	Buy
2024 Q1	$291K	Sell
2023 Q4	$330K	Buy