Modera Wealth 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 | $6.62M | Buy |
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|
2025
Q1 | $6.37M | Buy |
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|
2024
Q4 | $6.36M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $1.93M | Buy |
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