MidAtlantic Capital Management’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 | $4.19M | Hold |
80,100
| – | – | 2.97% | 10 |
|
|
2025
Q1 | $4.09M | Hold |
80,100
| – | – | 3.21% | 9 |
|
|
2024
Q4 | $4.1M | Hold |
80,100
| – | – | 3% | 9 |
|
|
2024
Q3 | $4.23M | Buy |
80,100
+1,479
| +2% | +$78.2K | 3.09% | 9 |
|
|
2024
Q2 | $3.83M | Hold |
78,621
| – | – | 3.21% | 9 |
|
|
2024
Q1 | $3.94M | Hold |
78,621
| – | – | 3.46% | 7 |
|
|
2023
Q4 | $3.67M | Buy |
+78,621
| New | +$3.67M | 3.57% | 7 |
|