POIA
Pin Oak Investment 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 | $154K | Hold |
3,026
| – | – | 0.13% | 112 |
|
|
2025
Q1 | $153K | Hold |
3,026
| – | – | 0.12% | 116 |
|
|
2024
Q4 | $160K | Hold |
3,026
| – | – | 0.15% | 106 |
|
|
2024
Q3 | $159K | Hold |
3,026
| – | – | 0.14% | 107 |
|
|
2024
Q2 | $147K | Hold |
3,026
| – | – | 0.14% | 104 |
|
|
2024
Q1 | $152K | Hold |
3,026
| – | – | 0.15% | 106 |
|
|
2023
Q4 | $141K | Hold |
3,026
| – | – | 0.14% | 108 |
|
|
2023
Q3 | $125K | Hold |
3,026
| – | – | 0.14% | 110 |
|
|
2023
Q2 | $131K | Buy |
+3,026
| New | +$131K | 0.15% | 109 |
|