LGT Financial Advisors’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 | $726K | Buy |
13,865
+4,755
| +52% | +$249K | 1.84% | 15 |
|
|
2025
Q1 | $465K | Buy |
9,110
+2,973
| +48% | +$152K | 1.42% | 17 |
|
|
2024
Q4 | $314K | Buy |
6,137
+736
| +14% | +$37.6K | 0.69% | 28 |
|
|
2024
Q3 | $285K | Buy |
5,401
+974
| +22% | +$51.5K | 0.7% | 31 |
|
|
2024
Q2 | $216K | Buy |
4,427
+942
| +27% | +$45.9K | 0.46% | 47 |
|
|
2024
Q1 | $175K | Buy |
+3,485
| New | +$175K | 0.2% | 116 |
|