McDonald Partners’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 | $699K | Buy |
|
|||||
|
2025
Q1 | $646K | Sell |
|
|||||
|
2024
Q4 | $651K | Buy |
|
|||||
|
2024
Q3 | $662K | Buy |
|
|||||
|
2024
Q2 | $607K | Buy |
|
|||||
|
2024
Q1 | $611K | Buy |
|
|||||
|
2023
Q4 | $568K | Buy |
|
|||||
|
2023
Q3 | $503K | Sell |
|
|||||
|
2023
Q2 | $595K | Sell |
|
|||||
|
2023
Q1 | $603K | Sell |
|
|||||
|
2022
Q4 | $582K | Sell |
|
|||||
|
2022
Q3 | $534K | Sell |
|
|||||
|
2022
Q2 | $573K | Sell |
|
|||||
|
2022
Q1 | $677K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $624K | Buy |
|
|||||
|
2021
Q2 | $561K | Sell |
|
|||||
|
2021
Q1 | $548K | Sell |
|
|||||
|
2020
Q4 | $507K | Buy |
|