Partners in Financial Planning’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 | $4.07M | Buy |
77,848
+30,605
| +65% | +$1.6M | 0.75% | 20 |
|
|
2025
Q1 | $2.41M | Buy |
47,243
+127
| +0.3% | +$6.49K | 0.48% | 26 |
|
|
2024
Q4 | $2.41M | Sell |
47,116
-13,346
| -22% | -$683K | 0.49% | 26 |
|
|
2024
Q3 | $3.2M | Buy |
60,462
+51
| +0.1% | +$2.7K | 0.64% | 21 |
|
|
2024
Q2 | $2.94M | Buy |
60,411
+99
| +0.2% | +$4.83K | 0.64% | 20 |
|
|
2024
Q1 | $3.02M | Sell |
60,312
-31
| -0.1% | -$1.55K | 0.67% | 21 |
|
|
2023
Q4 | $2.81M | Sell |
60,343
-680
| -1% | -$31.7K | 0.66% | 22 |
|
|
2023
Q3 | $2.52M | Sell |
61,023
-854
| -1% | -$35.2K | 0.65% | 23 |
|
|
2023
Q2 | $2.67M | Sell |
61,877
-64
| -0.1% | -$2.77K | 0.68% | 22 |
|
|
2023
Q1 | $2.52M | Sell |
61,941
-274
| -0.4% | -$11.2K | 0.66% | 23 |
|
|
2022
Q4 | $2.43M | Buy |
62,215
+4,050
| +7% | +$158K | 0.67% | 24 |
|
|
2022
Q3 | $2.3M | Buy |
58,165
+176
| +0.3% | +$6.97K | 0.66% | 23 |
|
|
2022
Q2 | $2.26M | Sell |
57,989
-503
| -0.9% | -$19.6K | 0.72% | 20 |
|
|
2022
Q1 | $2.4M | Sell |
58,492
-904
| -2% | -$37K | 0.75% | 19 |
|
|
2021
Q4 | $2.44M | Buy |
59,396
+2,890
| +5% | +$119K | 0.75% | 19 |
|
|
2021
Q3 | $2.2M | Sell |
56,506
-2,025
| -3% | -$79K | 0.69% | 20 |
|
|
2021
Q2 | $2.31M | Buy |
+58,531
| New | +$2.31M | 0.72% | 20 |
|