MBL Wealth’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Hold |
8,840
| – | – | 0.04% | 150 |
|
|
2025
Q1 | $451K | Hold |
8,840
| – | – | 0.05% | 141 |
|
|
2024
Q4 | $452K | Hold |
8,840
| – | – | 0.05% | 142 |
|
|
2024
Q3 | $467K | Buy |
8,840
+200
| +2% | +$10.6K | 0.05% | 138 |
|
|
2024
Q2 | $421K | Sell |
8,640
-832
| -9% | -$40.6K | 0.05% | 136 |
|
|
2024
Q1 | $475K | Buy |
9,472
+1,282
| +16% | +$64.2K | 0.05% | 132 |
|
|
2023
Q4 | $382K | Buy |
8,190
+100
| +1% | +$4.66K | 0.05% | 127 |
|
|
2023
Q3 | $334K | Sell |
8,090
-500
| -6% | -$20.6K | 0.05% | 132 |
|
|
2023
Q2 | $371K | Buy |
+8,590
| New | +$371K | 0.05% | 124 |
|