MWM
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Moran Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Moran Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,670
Closed -$648K – 373
2022
Q4 		$648K Buy
+16,670
New +$648K 0.02% 278