Lee, Danner & Bass’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
Q3 | $2.22M | Sell |
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|
2025
Q2 | $2.29M | Sell |
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|
2025
Q1 | $2.69M | Hold |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $3.23M | Sell |
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|
2024
Q2 | $3.26M | Buy |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.22M | Hold |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.14M | Buy |
|