MSWA
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Marshall & Sterling Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$65.1K Buy
1,243
+164
+15% +$8.58K 0.04% 132
2025
Q1 		$55.1K Buy
+1,079
New +$55.1K 0.04% 141