PGF
SPYV icon

Plan Group Financial’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Plan Group Financial’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,461
Closed -$740K – 155
2024
Q4 		$740K Sell
14,461
-246
-2% -$12.6K 0.39% 59
2024
Q3 		$777K Buy
+14,707
New +$777K 0.41% 54