MBM Wealth Consultants’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 | $3.01M | Buy |
57,596
+1,226
| +2% | +$64.2K | 0.81% | 18 |
|
|
2025
Q1 | $2.88M | Buy |
56,370
+2,012
| +4% | +$103K | 0.85% | 17 |
|
|
2024
Q4 | $2.77M | Buy |
54,358
+2,479
| +5% | +$126K | 0.82% | 17 |
|
|
2024
Q3 | $2.74M | Sell |
51,879
-467
| -0.9% | -$24.7K | 0.87% | 17 |
|
|
2024
Q2 | $2.55M | Buy |
52,346
+4,772
| +10% | +$232K | 0.87% | 18 |
|
|
2024
Q1 | $2.38M | Buy |
47,574
+1,760
| +4% | +$88.2K | 0.84% | 17 |
|
|
2023
Q4 | $2.16M | Buy |
45,814
+1,931
| +4% | +$90.9K | 0.81% | 18 |
|
|
2023
Q3 | $1.81M | Buy |
43,883
+3,144
| +8% | +$129K | 0.79% | 19 |
|
|
2023
Q2 | $1.79M | Buy |
40,739
+11,074
| +37% | +$485K | 0.76% | 18 |
|
|
2023
Q1 | $1.58M | Sell |
29,665
-1
| -0% | -$53 | 0.64% | 21 |
|
|
2022
Q4 | $1.17M | Buy |
29,666
+2,830
| +11% | +$111K | 0.54% | 21 |
|
|
2022
Q3 | $951K | Buy |
26,836
+994
| +4% | +$35.2K | 0.46% | 23 |
|
|
2022
Q2 | $951K | Buy |
25,842
+870
| +3% | +$32K | 0.46% | 24 |
|
|
2022
Q1 | $1.04M | Buy |
+24,972
| New | +$1.04M | 0.43% | 29 |
|