LWMG
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Levy Wealth Management Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Levy Wealth Management Group’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,016
Closed -$207K – 109
2023
Q3 		$207K Buy
5,016
+8
+0.2% +$330 0.06% 106
2023
Q2 		$216K Hold
5,008
– – 0.06% 105
2023
Q1 		$204K Buy
+5,008
New +$204K 0.06% 104