MAI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $878K | Buy |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $996K | Buy |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $245K | Buy |
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