Pinion Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
5,860
-20
| -0.3% | -$1.05K | 0.11% | 128 |
|
|
2025
Q1 | $300K | Sell |
5,880
-38
| -0.6% | -$1.94K | 0.07% | 124 |
|
|
2024
Q4 | $303K | Hold |
5,918
| – | – | 0.12% | 122 |
|
|
2024
Q3 | $313K | Hold |
5,918
| – | – | 0.13% | 127 |
|
|
2024
Q2 | $288K | Hold |
5,918
| – | – | 0.14% | 122 |
|
|
2024
Q1 | $296K | Buy |
+5,918
| New | +$296K | 0.15% | 121 |
|