KAS
KPP Advisory Services’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 | $474K | Sell |
9,051
-21,217
| -70% | -$1.11M | 0.08% | 198 |
|
|
2025
Q1 | $1.55M | Sell |
30,268
-16,692
| -36% | -$852K | 0.29% | 83 |
|
|
2024
Q4 | $2.4M | Buy |
46,960
+3,651
| +8% | +$187K | 0.57% | 48 |
|
|
2024
Q3 | $2.29M | Sell |
43,309
-17,826
| -29% | -$942K | 0.55% | 49 |
|
|
2024
Q2 | $2.98M | Buy |
61,135
+17,644
| +41% | +$860K | 0.79% | 32 |
|
|
2024
Q1 | $2.18M | Buy |
+43,491
| New | +$2.18M | 0.6% | 43 |
|