OBWG
Onyx Bridge Wealth Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
29,136
-6,959
| -19% | -$364K | 0.2% | 84 |
|
|
2025
Q1 | $1.84M | Sell |
36,095
-5,376
| -13% | -$275K | 0.26% | 71 |
|
|
2024
Q4 | $2.12M | Sell |
41,471
-2,330
| -5% | -$119K | 0.31% | 63 |
|
|
2024
Q3 | $2.32M | Sell |
43,801
-2,811
| -6% | -$149K | 0.35% | 55 |
|
|
2024
Q2 | $2.27M | Sell |
46,612
-773
| -2% | -$37.7K | 0.37% | 52 |
|
|
2024
Q1 | $2.29M | Buy |
47,385
+195
| +0.4% | +$9.42K | 0.41% | 51 |
|
|
2023
Q4 | $2.2M | Sell |
47,190
-7,127
| -13% | -$332K | 0.44% | 38 |
|
|
2023
Q3 | $2.24M | Buy |
54,317
+180
| +0.3% | +$7.43K | 0.52% | 35 |
|
|
2023
Q2 | $2.34M | Sell |
54,137
-1,019
| -2% | -$44K | 0.56% | 38 |
|
|
2023
Q1 | $2.25M | Sell |
55,156
-46
| -0.1% | -$1.87K | 0.9% | 18 |
|
|
2022
Q4 | $2.21M | Buy |
+55,202
| New | +$2.21M | 0.9% | 19 |
|