Moisand Fitzgerald Tamayo’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 | $193K | Hold |
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|
2025
Q1 | $189K | Sell |
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|
2024
Q4 | $192K | Sell |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $443K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $602K | Buy |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $2.19M | Sell |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $2.4M | Sell |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $2.09M | Buy |
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|
2020
Q1 | $1.84M | Buy |
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|
2019
Q4 | $1.97M | Sell |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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