N.E.W. Advisory Services’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 | $71.8M | Sell |
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|
2025
Q1 | $97M | Buy |
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|
2024
Q4 | $79.4M | Sell |
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|
2024
Q3 | $83.5M | Sell |
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|
2024
Q2 | $77.1M | Buy |
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|
2024
Q1 | $78.7M | Buy |
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|
2023
Q4 | $72.3M | Buy |
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|
2023
Q3 | $15.8M | Sell |
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|
2023
Q2 | $64M | Buy |
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|
2023
Q1 | $60.2M | Sell |
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|
2022
Q4 | $57.7M | Buy |
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|
2022
Q3 | $45.8M | Buy |
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|
2022
Q2 | $48M | Buy |
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|
2022
Q1 | $43.8M | Sell |
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|
2021
Q4 | $55.8M | Buy |
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|
2021
Q3 | $51.4M | Buy |
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|
2021
Q2 | $49.5M | Buy |
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|
2021
Q1 | $42.9M | Buy |
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|
2020
Q4 | $34.9M | Buy |
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|
2020
Q3 | $28.3M | Buy |
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|
2020
Q2 | $25.8M | Buy |
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|
2019
Q4 | $26.8M | Buy |
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