McClarren Financial Advisors’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 | – | Sell |
-51
| Closed | -$10K | – | 266 |
|
|
2025
Q1 | $10K | Sell |
51
-149
| -75% | -$29.2K | 0.01% | 212 |
|
|
2024
Q4 | $10K | Buy |
200
+148
| +285% | +$7.4K | 0.03% | 153 |
|
|
2024
Q3 | $10 | Buy |
52
+4
| +8% | +$1 | ﹤0.01% | 187 |
|
|
2024
Q2 | $9K | Sell |
48
-1,107
| -96% | -$208K | 0.01% | 250 |
|
|
2024
Q1 | $58K | Hold |
1,155
| – | – | 0.04% | 135 |
|
|
2023
Q4 | $54K | Buy |
+1,155
| New | +$54K | 0.04% | 155 |
|