Moneta Group Investment Advisors’s State Street 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
Q3
$1.35M Buy
2025
Q2
$1.16M Buy
2025
Q1
$934K Buy
2024
Q4
$393K Buy