Pinnacle Wealth Planning Services’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
Q2 | $26.2M | Buy |
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|
2025
Q1 | $23.6M | Buy |
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|
2024
Q4 | $22.9M | Buy |
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|
2024
Q3 | $23.7M | Sell |
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|
2024
Q2 | $22M | Sell |
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|
2024
Q1 | $22.6M | Sell |
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|
2023
Q4 | $21.1M | Buy |
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|
2023
Q3 | $18.4M | Sell |
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|
2023
Q2 | $19.4M | Sell |
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|
2023
Q1 | $20.1M | Buy |
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|
2022
Q4 | $19.1M | Buy |
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|
2022
Q3 | $12M | Buy |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $10.2M | Sell |
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|
2021
Q3 | $9.12M | Buy |
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|
2021
Q2 | $9.05M | Buy |
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|
2021
Q1 | $8.61M | Sell |
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|
2020
Q4 | $9.51M | Sell |
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|
2020
Q3 | $8.45M | Buy |
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|
2020
Q2 | $8.05M | Sell |
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|
2020
Q1 | $7.93M | Buy |
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|
2019
Q4 | $8.88M | Sell |
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|
2019
Q3 | $8.64M | Buy |
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|
2019
Q2 | $8.09M | Buy |
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|
2019
Q1 | $7.65M | Sell |
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|
2018
Q4 | $6.94M | Buy |
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|
2018
Q3 | $1.66M | Buy |
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|
2018
Q2 | $1.45M | Buy |
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|
2018
Q1 | $1.34M | Buy |
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|
2017
Q4 | $272K | Buy |
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