Phillips Financial Management’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
Q3 | $239K | Buy |
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|
2025
Q2 | $51K | Hold |
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|
2025
Q1 | $49.7K | Hold |
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|
2024
Q4 | $49.8K | Sell |
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|
2024
Q3 | $140K | Sell |
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|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $365K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $387K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $428K | Sell |
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|
2021
Q2 | $462K | Sell |
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|
2021
Q1 | $519K | Sell |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $474K | Hold |
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|
2020
Q2 | $455K | Sell |
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|
2020
Q1 | $424K | Hold |
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|
2019
Q4 | $599K | Sell |
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|
2019
Q3 | $697K | Sell |
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|
2019
Q2 | $858K | Sell |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.63M | Sell |
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|
2018
Q2 | $1.6M | Buy |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $381K | Buy |
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