Mustard Seed Financial’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
7,009
+61
| +0.9% | +$3.19K | 0.26% | 59 |
|
|
2025
Q1 | $355K | Buy |
6,948
+34
| +0.5% | +$1.74K | 0.29% | 58 |
|
|
2024
Q4 | $354K | Buy |
6,914
+2
| +0% | +$102 | 0.29% | 59 |
|
|
2024
Q3 | $365K | Buy |
6,912
+57
| +0.8% | +$3.01K | 0.3% | 56 |
|
|
2024
Q2 | $334K | Buy |
6,855
+3
| +0% | +$146 | 0.32% | 59 |
|
|
2024
Q1 | $343K | Buy |
6,852
+164
| +2% | +$8.22K | 0.34% | 55 |
|
|
2023
Q4 | $312K | Buy |
+6,688
| New | +$312K | 0.35% | 55 |
|