MAG
M3 Advisory Group’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 | $831K | Sell |
15,872
-752
| -5% | -$39.4K | 0.57% | 38 |
|
|
2025
Q1 | $849K | Buy |
16,624
+176
| +1% | +$8.99K | 0.67% | 32 |
|
|
2024
Q4 | $841K | Sell |
16,448
-54
| -0.3% | -$2.76K | 0.6% | 37 |
|
|
2024
Q3 | $872K | Buy |
16,502
+740
| +5% | +$39.1K | 0.64% | 34 |
|
|
2024
Q2 | $768K | Sell |
15,762
-6,153
| -28% | -$300K | 0.63% | 33 |
|
|
2024
Q1 | $1.1M | Buy |
21,915
+2,724
| +14% | +$136K | 1% | 25 |
|
|
2023
Q4 | $895K | Buy |
+19,191
| New | +$895K | 1.05% | 27 |
|