L.J. Altfest & Co’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 | $581K | Buy |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $562K | Sell |
|
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|
2024
Q3 | $581K | Sell |
|
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $613K | Sell |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $671K | Buy |
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|
2022
Q2 | $713K | Sell |
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|
2022
Q1 | $829K | Sell |
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|
2021
Q4 | $883K | Sell |
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|
2021
Q3 | $862K | Buy |
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|
2021
Q2 | $725K | Sell |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $765K | Sell |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $883K | Sell |
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|
2020
Q1 | $937K | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.51M | Sell |
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|
2019
Q2 | $2.35M | Sell |
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|
2019
Q1 | $2.83M | Buy |
|