Meritage Portfolio Management’s 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 | $11.7M | Sell |
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|
2025
Q1 | $15.8M | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $18M | Sell |
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|
2023
Q4 | $25.1M | Buy |
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|
2023
Q3 | $9.71M | Sell |
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|
2023
Q2 | $13.9M | Sell |
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|
2023
Q1 | $29.2M | Buy |
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|
2022
Q4 | $16.8M | Sell |
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|
2022
Q3 | $16.8M | Buy |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $12.9M | Sell |
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|
2021
Q4 | $13.1M | Sell |
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|
2021
Q3 | $18.2M | Buy |
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|
2021
Q2 | $13.4M | Sell |
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|
2021
Q1 | $15M | Buy |
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|
2020
Q4 | $9.72M | Buy |
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|
2020
Q3 | $6.51M | Buy |
|