Optimist Retirement Group’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
$12.1M Sell
2025
Q1
$11.9M Buy
2024
Q4
$11.8M Buy
2024
Q3
$11.9M Buy
2024
Q2
$10.9M Sell
2024
Q1
$11.2M Sell
2023
Q4
$10.6M Buy