PWA
Phoenix Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
105,210
-12,894
| -11% | -$675K | 2.31% | 11 |
|
|
2025
Q1 | $6.03M | Buy |
118,104
+22,614
| +24% | +$1.15M | 2.63% | 11 |
|
|
2024
Q4 | $4.88M | Buy |
95,490
+11,963
| +14% | +$612K | 2.12% | 9 |
|
|
2024
Q3 | $4.42M | Buy |
83,527
+8,284
| +11% | +$438K | 2.05% | 9 |
|
|
2024
Q2 | $3.67M | Buy |
75,243
+10,054
| +15% | +$490K | 1.84% | 12 |
|
|
2024
Q1 | $3.27M | Buy |
65,189
+6,081
| +10% | +$305K | 1.99% | 17 |
|
|
2023
Q4 | $2.77M | Buy |
59,108
+21,967
| +59% | +$1.03M | 1.93% | 20 |
|
|
2023
Q3 | $1.53M | Buy |
37,141
+7,808
| +27% | +$322K | 0.9% | 31 |
|
|
2023
Q2 | $1.27M | Buy |
29,333
+4,453
| +18% | +$192K | 0.74% | 35 |
|
|
2023
Q1 | $1.01M | Buy |
24,880
+2,982
| +14% | +$121K | 0.63% | 33 |
|
|
2022
Q4 | $852K | Buy |
+21,898
| New | +$852K | 0.51% | 39 |
|