Liberty Wealth Management’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 | $622K | Buy |
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|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $171K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $73K | Buy |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Buy |
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