Laurel Wealth Planning’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Buy |
156,650
+5,396
| +4% | +$282K | 4.66% | 6 |
|
|
2025
Q1 | $7.72M | Buy |
151,254
+11,377
| +8% | +$581K | 5.13% | 6 |
|
|
2024
Q4 | $7.15M | Buy |
139,877
+4,025
| +3% | +$206K | 4.61% | 7 |
|
|
2024
Q3 | $7.18M | Sell |
135,852
-8,337
| -6% | -$441K | 4.69% | 7 |
|
|
2024
Q2 | $7.03M | Buy |
144,189
+1,163
| +0.8% | +$56.7K | 4.89% | 7 |
|
|
2024
Q1 | $7.17M | Buy |
143,026
+553
| +0.4% | +$27.7K | 4.76% | 8 |
|
|
2023
Q4 | $6.64M | Buy |
142,473
+9,444
| +7% | +$440K | 4.7% | 8 |
|
|
2023
Q3 | $5.49M | Buy |
133,029
+12,331
| +10% | +$509K | 4.27% | 8 |
|
|
2023
Q2 | $5.21M | Buy |
+120,698
| New | +$5.21M | 3.72% | 8 |
|