Oak Harvest Investment Services’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 | $10.3M | Sell |
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|
2025
Q2 | $9.8M | Sell |
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|
2025
Q1 | $9.82M | Sell |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $9.37M | Buy |
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|
2024
Q2 | $8.41M | Sell |
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|
2024
Q1 | $9.07M | Buy |
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|
2023
Q4 | $8.2M | Buy |
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|
2023
Q3 | $6.57M | Buy |
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|
2023
Q2 | $6.43M | Buy |
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|
2023
Q1 | $5.3M | Sell |
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|
2022
Q4 | $8.85M | Buy |
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|
2022
Q3 | $5.24M | Buy |
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|
2022
Q2 | $4.02M | Buy |
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