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Moneta Group Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Moneta Group Investment Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Buy
22,216
+3,935
+22% +$206K 0.01% 287
2025
Q1 		$934K Buy
18,281
+10,595
+138% +$541K 0.01% 299
2024
Q4 		$393K Buy
+7,686
New +$393K 0.01% 473