NewEdge Wealth’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	$605K	Buy	11,442 +2,543	+29%	+$134K	0.01%	652
2025 Q1	$454K	Buy	8,899 +1	+0%	+$51	0.01%	678
2024 Q4	$455K	Buy	8,898 +1	+0%	+$51	0.01%	664
2024 Q3	$470K	Buy	+8,897	New	+$470K	0.01%	631