Octavia Wealth Advisors’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
$108M Buy
2025
Q1
$102M Buy
2024
Q4
$81.3M Buy
2024
Q3
$81.5M Buy
2024
Q2
$70.2M Buy
2024
Q1
$68.1M Buy
2023
Q4
$1.31M Buy