Plante Moran Financial Advisors’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 | $31.7K | Hold |
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|
2025
Q1 | $30.9K | Sell |
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|
2024
Q4 | $44.6K | Hold |
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|
2024
Q3 | $46.1K | Buy |
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|
2024
Q2 | $29.5K | Sell |
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|
2024
Q1 | $35K | Buy |
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|
2023
Q4 | $28.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $37K | Hold |
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|
2021
Q1 | $35K | Buy |
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