Lantz Financial’s State Street 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
Q2 | $767K | Buy |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $682K | Sell |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $644K | Sell |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $685K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $1.86M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $788K | Buy |
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