Partnership Wealth Management’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 | $7.27M | Buy |
138,907
+1,223
| +0.9% | +$64K | 5.89% | 6 |
|
|
2025
Q1 | $7.03M | Sell |
137,684
-149
| -0.1% | -$7.61K | 5.97% | 4 |
|
|
2024
Q4 | $7.05M | Buy |
137,833
+15,502
| +13% | +$793K | 5.87% | 4 |
|
|
2024
Q3 | $6.47M | Sell |
122,331
-96,715
| -44% | -$5.11M | 4.57% | 6 |
|
|
2024
Q2 | $10.7M | Buy |
219,046
+122,219
| +126% | +$5.96M | 7.88% | 3 |
|
|
2024
Q1 | $4.85M | Buy |
96,827
+742
| +0.8% | +$37.2K | 3.4% | 3 |
|
|
2023
Q4 | $4.49M | Buy |
+96,085
| New | +$4.49M | 3.39% | 4 |
|