Klingman & Associates’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6M | Buy |
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|
2025
Q1 | $57.8M | Buy |
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|
2024
Q4 | $56.2M | Sell |
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|
2024
Q3 | $58.7M | Sell |
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|
2024
Q2 | $54.3M | Sell |
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|
2024
Q1 | $56.2M | Sell |
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|
2023
Q4 | $54M | Sell |
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|
2023
Q3 | $48M | Sell |
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|
2023
Q2 | $50.3M | Buy |
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|
2023
Q1 | $47.2M | Buy |
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|
2022
Q4 | $44.7M | Buy |
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|
2022
Q3 | $37.7M | Buy |
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|
2022
Q2 | $30.8M | Sell |
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|
2022
Q1 | $36.6M | Buy |
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|
2021
Q4 | $28.4M | Buy |
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|
2021
Q3 | $26.3M | Sell |
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|
2021
Q2 | $26.7M | Buy |
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|
2021
Q1 | $25.6M | Buy |
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|
2020
Q4 | $23.2M | Sell |
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|
2020
Q3 | $20.4M | Buy |
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|
2020
Q2 | $19.2M | Buy |
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|
2020
Q1 | $16.3M | Buy |
|