Marion Wealth Management’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
Q3
$266K Buy
2025
Q2
$251K Sell
2025
Q1
$1.59M Buy
2024
Q4
$1.59M Buy
2024
Q3
$1.64M Buy
2024
Q2
$1.07M Buy
2024
Q1
$658K Buy
2023
Q4
$217K Sell
2023
Q3
$203K Buy
2023
Q2
$212K Buy