MWM
MGB Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
13,355
+102
| +0.8% | +$5.33K | 0.23% | 95 |
|
|
2025
Q1 | $674K | Buy |
13,253
+183
| +1% | +$9.31K | 0.24% | 98 |
|
|
2024
Q4 | $668K | Buy |
13,070
+53
| +0.4% | +$2.71K | 0.21% | 90 |
|
|
2024
Q3 | $687K | Buy |
13,017
+493
| +4% | +$26K | 0.25% | 89 |
|
|
2024
Q2 | $623K | Sell |
12,524
-267
| -2% | -$13.3K | 0.23% | 96 |
|
|
2024
Q1 | $641K | Buy |
12,791
+8
| +0.1% | +$401 | 0.26% | 94 |
|
|
2023
Q4 | $596K | Buy |
+12,783
| New | +$596K | 0.3% | 89 |
|