Maia Wealth’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,794
| Closed | -$861K | – | 335 |
|
|
2025
Q1 | $861K | Sell |
17,794
-736
| -4% | -$35.6K | 0.2% | 117 |
|
|
2024
Q4 | $984K | Buy |
18,530
+2,384
| +15% | +$127K | 0.21% | 103 |
|
|
2024
Q3 | $856K | Buy |
16,146
+5,982
| +59% | +$317K | 0.21% | 104 |
|
|
2024
Q2 | $508K | Buy |
+10,164
| New | +$508K | 0.15% | 120 |
|