KWB Wealth’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 | $85.2M | Buy |
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|
2025
Q2 | $75M | Sell |
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|
2025
Q1 | $77.7M | Sell |
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|
2024
Q4 | $83.6M | Sell |
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|
2024
Q3 | $80M | Buy |
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|
2024
Q2 | $80M | Sell |
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|
2024
Q1 | $81.9M | Buy |
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|
2023
Q4 | $67.4M | Sell |
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|
2023
Q3 | $75.7M | Sell |
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|
2023
Q2 | $76.5M | Buy |
|
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|
2023
Q1 | $51.9M | Buy |
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|
2022
Q4 | $51.3M | Sell |
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|
2022
Q3 | $45.8M | Buy |
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|
2022
Q2 | $47.7M | Sell |
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|
2022
Q1 | $57M | Sell |
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|
2021
Q4 | $57.1M | Sell |
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|
2021
Q3 | $60.3M | Buy |
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|
2021
Q2 | $56.4M | Sell |
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|
2021
Q1 | $56.7M | Buy |
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|
2020
Q4 | $50.4M | Buy |
|