Partners in Financial Planning’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 | $4.07M | Buy |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $2.94M | Buy |
|
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $2.81M | Sell |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.67M | Sell |
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|
2023
Q1 | $2.52M | Sell |
|
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $2.2M | Sell |
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|
2021
Q2 | $2.31M | Buy |
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