Marcum Wealth’s 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
Q1 | $4.27M | Buy |
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|
2024
Q4 | $4.21M | Sell |
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|
2024
Q3 | $4.36M | Hold |
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|
2024
Q2 | $4.02M | Sell |
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|
2024
Q1 | $4.33M | Sell |
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|
2023
Q4 | $4.28M | Sell |
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|
2023
Q3 | $3.84M | Sell |
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|
2023
Q2 | $4.28M | Buy |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $4.75M | Buy |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.37M | Buy |
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|
2022
Q1 | $4.95M | Sell |
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|
2021
Q4 | $5.5M | Sell |
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|
2021
Q3 | $5.12M | Sell |
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|
2021
Q2 | $5.23M | Buy |
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|
2021
Q1 | $4.33M | Sell |
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|
2020
Q4 | $4.04M | Sell |
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|
2020
Q3 | $4.12M | Sell |
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|
2020
Q2 | $4.35M | Sell |
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|
2020
Q1 | $13.9M | Buy |
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|
2019
Q4 | $16.5M | Buy |
|