Mason Investment Advisory Services’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 | $867K | Buy |
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|
2025
Q1 | $844K | Buy |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $871K | Buy |
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|
2024
Q2 | $802K | Buy |
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|
2024
Q1 | $823K | Buy |
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|
2023
Q4 | $763K | Hold |
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|
2023
Q3 | $675K | Hold |
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|
2023
Q2 | $707K | Hold |
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|
2023
Q1 | $666K | Hold |
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|
2022
Q4 | $636K | Hold |
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|
2022
Q3 | $564K | Hold |
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|
2022
Q2 | $602K | Hold |
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|
2022
Q1 | $683K | Hold |
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|
2021
Q4 | $687K | Hold |
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|
2021
Q3 | $638K | Hold |
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|
2021
Q2 | $647K | Hold |
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|
2021
Q1 | $620K | Hold |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $494K | Hold |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $4.06M | Hold |
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|
2019
Q3 | $3.72M | Hold |
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|
2019
Q2 | $3.64M | Sell |
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|
2019
Q1 | $3.87M | Buy |
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