Paladin Advisory Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19K | Sell |
61
-193
| -76% | -$10.1K | ﹤0.01% | 226 |
|
|
2025
Q1 | $13K | Hold |
254
| – | – | 0.01% | 192 |
|
|
2024
Q4 | $13K | Hold |
254
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $13.4K | Hold |
254
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $12.3K | Hold |
254
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $12.6K | Sell |
254
-27
| -10% | -$1.34K | 0.01% | 186 |
|
|
2023
Q4 | $13.1K | Hold |
281
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $11.6K | Buy |
281
+220
| +361% | +$9.08K | 0.01% | 206 |
|
|
2023
Q2 | $2.64K | Hold |
61
| – | – | ﹤0.01% | 254 |
|
|
2023
Q1 | $2.48K | Buy |
+61
| New | +$2.48K | ﹤0.01% | 254 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 210 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 214 |
|
|
2022
Q2 | – | Sell |
-61
| Closed | -$2K | – | 214 |
|
|
2022
Q1 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 270 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 208 |
|