Optimum Investment 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
Q3 | $66.4K | Hold |
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|
2025
Q2 | $62.8K | Hold |
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|
2025
Q1 | $61.3K | Hold |
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|
2024
Q4 | $61.4K | Hold |
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|
2024
Q3 | $63.4K | Hold |
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|
2024
Q2 | $58.5K | Hold |
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|
2024
Q1 | $60.1K | Hold |
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|
2023
Q4 | $56K | Hold |
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|
2023
Q3 | $49.5K | Hold |
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|
2023
Q2 | $51.8K | Hold |
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|
2023
Q1 | $48.9K | Hold |
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|
2022
Q4 | $46.7K | Sell |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $134K | Hold |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $125K | Sell |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $474K | Hold |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $393K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $336K | Hold |
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|
2019
Q4 | $454K | Hold |
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|
2019
Q3 | $415K | Hold |
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|
2019
Q2 | $407K | Hold |
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|
2019
Q1 | $394K | Hold |
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|
2018
Q4 | $353K | Hold |
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|
2018
Q3 | $405K | Hold |
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|
2018
Q2 | $385K | Sell |
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|
2018
Q1 | $400K | Hold |
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|
2017
Q4 | $418K | Hold |
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|
2017
Q3 | $397K | Sell |
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|
2017
Q2 | $398K | Sell |
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|
2017
Q1 | $482K | Hold |
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|
2016
Q4 | $468K | Hold |
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|
2016
Q3 | $440K | Hold |
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|
2016
Q2 | $429K | Hold |
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|
2016
Q1 | $417K | Sell |
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|
2015
Q4 | $421K | Hold |
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|
2015
Q3 | $398K | Buy |
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|
2015
Q1 | $471K | Hold |
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|
2014
Q4 | $476K | Hold |
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|
2014
Q3 | $459K | Hold |
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|
2014
Q2 | $459K | Hold |
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|
2014
Q1 | $443K | Sell |
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|
2013
Q4 | $440K | Buy |
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|
2013
Q3 | $391K | Buy |
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