MBL Wealth’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
Q3
$489K Hold
2025
Q2
$463K Hold
2025
Q1
$451K Hold
2024
Q4
$452K Hold
2024
Q3
$467K Buy
2024
Q2
$421K Sell
2024
Q1
$475K Buy
2023
Q4
$382K Buy
2023
Q3
$334K Sell
2023
Q2
$371K Buy