Perennial 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
Q2 | $42.9M | Buy |
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|
2025
Q1 | $38.6M | Buy |
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|
2024
Q4 | $34.4M | Sell |
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|
2024
Q3 | $40.1M | Sell |
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|
2024
Q2 | $38.3M | Buy |
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|
2024
Q1 | $39.3M | Sell |
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|
2023
Q4 | $40.5M | Sell |
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|
2023
Q3 | $38.9M | Sell |
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|
2023
Q2 | $41.2M | Buy |
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|
2023
Q1 | $34.8M | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $2.37M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $774K | Buy |
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