LBMC Investment Advisors’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 | $749K | Buy |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $679K | Buy |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $623K | Buy |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $490K | Buy |
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