MFT
Moisand Fitzgerald Tamayo’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 | $193K | Hold |
3,693
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $189K | Sell |
3,693
-56
| -1% | -$2.86K | 0.03% | 117 |
|
|
2024
Q4 | $192K | Sell |
3,749
-790
| -17% | -$40.4K | 0.03% | 114 |
|
|
2024
Q3 | $240K | Sell |
4,539
-932
| -17% | -$49.3K | 0.03% | 102 |
|
|
2024
Q2 | $267K | Sell |
5,471
-609
| -10% | -$29.7K | 0.04% | 92 |
|
|
2024
Q1 | $305K | Sell |
6,080
-930
| -13% | -$46.6K | 0.05% | 88 |
|
|
2023
Q4 | $327K | Sell |
7,010
-1,067
| -13% | -$49.8K | 0.06% | 84 |
|
|
2023
Q3 | $333K | Sell |
8,077
-2,179
| -21% | -$89.9K | 0.07% | 78 |
|
|
2023
Q2 | $443K | Sell |
10,256
-1,834
| -15% | -$79.2K | 0.09% | 68 |
|
|
2023
Q1 | $492K | Sell |
12,090
-3,394
| -22% | -$138K | 0.11% | 67 |
|
|
2022
Q4 | $602K | Buy |
15,484
+474
| +3% | +$18.4K | 0.14% | 65 |
|
|
2022
Q3 | $518K | Sell |
15,010
-2,039
| -12% | -$70.4K | 0.14% | 66 |
|
|
2022
Q2 | $628K | Buy |
17,049
+2,665
| +19% | +$98.2K | 0.17% | 61 |
|
|
2022
Q1 | $601K | Sell |
14,384
-16,705
| -54% | -$698K | 0.27% | 48 |
|
|
2021
Q4 | $1.31M | Sell |
31,089
-25,058
| -45% | -$1.05M | 0.37% | 42 |
|
|
2021
Q3 | $2.19M | Sell |
56,147
-1,228
| -2% | -$47.9K | 0.74% | 31 |
|
|
2021
Q2 | $2.27M | Buy |
57,375
+873
| +2% | +$34.5K | 0.82% | 27 |
|
|
2021
Q1 | $2.14M | Sell |
56,502
-13,392
| -19% | -$507K | 0.92% | 25 |
|
|
2020
Q4 | $2.4M | Sell |
69,894
-4,304
| -6% | -$148K | 1.08% | 23 |
|
|
2020
Q3 | $2.24M | Buy |
74,198
+2,017
| +3% | +$60.9K | 1.16% | 22 |
|
|
2020
Q2 | $2.09M | Buy |
72,181
+994
| +1% | +$28.8K | 1.15% | 22 |
|
|
2020
Q1 | $1.84M | Buy |
71,187
+14,892
| +26% | +$385K | 1.2% | 20 |
|
|
2019
Q4 | $1.97M | Sell |
56,295
-3,159
| -5% | -$110K | 1.01% | 22 |
|
|
2019
Q3 | $1.9M | Sell |
59,454
-1,255
| -2% | -$40.1K | 1.03% | 22 |
|
|
2019
Q2 | $1.9M | Buy |
60,709
+486
| +0.8% | +$15.2K | 1.03% | 20 |
|
|
2019
Q1 | $1.82M | Buy |
60,223
+6,649
| +12% | +$201K | 1.01% | 21 |
|
|
2018
Q4 | $1.46M | Buy |
53,574
+7,866
| +17% | +$214K | 0.91% | 23 |
|
|
2018
Q3 | $1.42M | Buy |
45,708
+4,060
| +10% | +$126K | 0.79% | 24 |
|
|
2018
Q2 | $1.23M | Buy |
41,648
+4,218
| +11% | +$125K | 0.72% | 26 |
|
|
2018
Q1 | $1.1M | Buy |
+37,430
| New | +$1.1M | 0.65% | 26 |
|