NewSquare Capital’s State Street 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
Q3 | $12.7M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $5M | Buy |
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|
2024
Q1 | $5.03M | Buy |
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|
2023
Q4 | $4.59M | Buy |
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|
2023
Q3 | $4.03M | Buy |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $3.99M | Sell |
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|
2022
Q4 | $4.04M | Sell |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.48M | Buy |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $2.31M | Hold |
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|
2020
Q3 | $2.02M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $1.6M | Buy |
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