Koss-Olinger Consulting’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
Q3
$34.3M Sell
2025
Q2
$34.6M Buy
2025
Q1
$30.5M Buy
2024
Q4
$28.6M Buy
2024
Q3
$27.6M Buy
2024
Q2
$669K Buy
2024
Q1
Sell
2023
Q4
$682K Buy
2023
Q3
$530K Hold
2023
Q2
$555K Sell
2023
Q1
$569K Hold
2022
Q4
$544K Sell
2022
Q3
$539K Hold
2022
Q2
$575K Hold
2022
Q1
$652K Buy
2021
Q4
$613K Buy
2021
Q3
$563K Buy
2021
Q2
$543K Buy