M&R Capital Management’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
2024
Q3
$11.7K Buy
220
+1
+0.5% +$51 ﹤0.01% 374
2024
Q2
$10.7K Buy
219
+113
+107% +$5.52K ﹤0.01% 362
2024
Q1
$5.31K Buy
106
+6
+6% +$286 ﹤0.01% 442
2023
Q4
$4.69K Buy
+100
New +$4.31K ﹤0.01% 492

Other funds holding SPYV

M&R Capital Management's SPYV Position: Q3 2024 in Review

M&R Capital Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.46% in Q3 2024, buying an estimated $51 and bringing the position to 220 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

M&R Capital Management first reported a position in SPYV in Q4 2023 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

  • M&R Capital Management held 220 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $11.7K as of Q3 2024.
  • M&R Capital Management bought 1 State Street SPDR Portfolio S&P 500 Value ETF share in Q3 2024, an estimated $51.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #374 holding.
  • M&R Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.