Narus Financial Partners’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 | $411K | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $508K | Buy |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $242K | Buy |
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