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Perissos Private Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Perissos Private Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,112
Closed -$1.18M – 89
2024
Q4 		$1.18M Sell
23,112
-1,256
-5% -$64.2K 0.88% 41
2024
Q3 		$1.29M Buy
+24,368
New +$1.29M 1.03% 33