Lifeworks Advisors’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
Q2
$1.66M Sell
2025
Q1
$1.64M Sell
2024
Q4
$1.67M Sell
2024
Q3
$1.8M Sell
2024
Q2
$1.86M Sell
2024
Q1
$2.12M Sell
2023
Q4
$2.15M Buy
2023
Q3
$1.66M Buy
2023
Q2
$1.25M Hold
2023
Q1
$1.18M Buy