KIA
Kraematon Investment Advisors’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 | $449K | Buy |
8,588
+19
| +0.2% | +$994 | 0.42% | 57 |
|
2025
Q1 | $438K | Sell |
8,569
-308
| -3% | -$15.7K | 0.45% | 58 |
|
2024
Q4 | $454K | Buy |
8,877
+6
| +0.1% | +$307 | 0.45% | 57 |
|
2024
Q3 | $469K | Sell |
8,871
-2,179
| -20% | -$115K | 0.46% | 57 |
|
2024
Q2 | $539K | Buy |
11,050
+35
| +0.3% | +$1.71K | 0.55% | 51 |
|
2024
Q1 | $552K | Sell |
11,015
-70
| -0.6% | -$3.51K | 0.56% | 51 |
|
2023
Q4 | $517K | Buy |
11,085
+29
| +0.3% | +$1.35K | 0.57% | 49 |
|
2023
Q3 | $456K | Buy |
11,056
+27
| +0.2% | +$1.11K | 0.56% | 49 |
|
2023
Q2 | $476K | Sell |
11,029
-255
| -2% | -$11K | 0.52% | 54 |
|
2023
Q1 | $459K | Buy |
11,284
+26
| +0.2% | +$1.06K | 0.53% | 53 |
|
2022
Q4 | $438K | Buy |
11,258
+322
| +3% | +$12.5K | 0.48% | 55 |
|
2022
Q3 | $377K | Buy |
10,936
+35
| +0.3% | +$1.21K | 0.49% | 56 |
|
2022
Q2 | $401K | Buy |
10,901
+36
| +0.3% | +$1.32K | 0.47% | 55 |
|
2022
Q1 | $454K | Sell |
10,865
-295
| -3% | -$12.3K | 0.43% | 56 |
|
2021
Q4 | $469K | Buy |
+11,160
| New | +$469K | 0.42% | 56 |
|