LA
Lifeworks Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
31,700
-496
| -2% | -$26K | 0.25% | 95 |
|
|
2025
Q1 | $1.64M | Sell |
32,196
-443
| -1% | -$22.6K | 0.27% | 89 |
|
|
2024
Q4 | $1.67M | Sell |
32,639
-1,476
| -4% | -$75.5K | 0.3% | 88 |
|
|
2024
Q3 | $1.8M | Sell |
34,115
-4,045
| -11% | -$214K | 0.35% | 83 |
|
|
2024
Q2 | $1.86M | Sell |
38,160
-4,096
| -10% | -$200K | 0.52% | 61 |
|
|
2024
Q1 | $2.12M | Sell |
42,256
-3,955
| -9% | -$198K | 0.59% | 52 |
|
|
2023
Q4 | $2.15M | Buy |
46,211
+6,053
| +15% | +$282K | 0.74% | 42 |
|
|
2023
Q3 | $1.66M | Buy |
40,158
+11,253
| +39% | +$464K | 0.64% | 46 |
|
|
2023
Q2 | $1.25M | Hold |
28,905
| – | – | 0.53% | 65 |
|
|
2023
Q1 | $1.18M | Buy |
+28,905
| New | +$1.18M | 0.56% | 65 |
|