LIA
LBMC Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
13,475
+63
| +0.5% | +$3.3K | 0.05% | 105 |
|
|
2025
Q1 | $685K | Buy |
13,412
+45
| +0.3% | +$2.3K | 0.05% | 101 |
|
|
2024
Q4 | $684K | Buy |
13,367
+86
| +0.6% | +$4.4K | 0.05% | 98 |
|
|
2024
Q3 | $702K | Buy |
13,281
+67
| +0.5% | +$3.54K | 0.06% | 93 |
|
|
2024
Q2 | $644K | Sell |
13,214
-1,961
| -13% | -$95.6K | 0.06% | 94 |
|
|
2024
Q1 | $760K | Buy |
15,175
+605
| +4% | +$30.3K | 0.07% | 86 |
|
|
2023
Q4 | $679K | Buy |
14,570
+72
| +0.5% | +$3.36K | 0.06% | 85 |
|
|
2023
Q3 | $587K | Buy |
14,498
+68
| +0.5% | +$2.75K | 0.06% | 87 |
|
|
2023
Q2 | $623K | Buy |
14,430
+69
| +0.5% | +$2.98K | 0.06% | 84 |
|
|
2023
Q1 | $585K | Buy |
14,361
+64
| +0.4% | +$2.61K | 0.06% | 87 |
|
|
2022
Q4 | $556K | Buy |
14,297
+87
| +0.6% | +$3.38K | 0.06% | 86 |
|
|
2022
Q3 | $490K | Buy |
+14,210
| New | +$490K | 0.06% | 86 |
|