Plante Moran Financial 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 | $31.7K | Hold |
605
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $30.9K | Sell |
605
-267
| -31% | -$13.6K | ﹤0.01% | 418 |
|
|
2024
Q4 | $44.6K | Hold |
872
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $46.1K | Buy |
872
+267
| +44% | +$14.1K | ﹤0.01% | 401 |
|
|
2024
Q2 | $29.5K | Sell |
605
-94
| -13% | -$4.58K | ﹤0.01% | 415 |
|
|
2024
Q1 | $35K | Buy |
699
+94
| +16% | +$4.71K | ﹤0.01% | 411 |
|
|
2023
Q4 | $28.2K | Buy |
+605
| New | +$28.2K | ﹤0.01% | 399 |
|
|
2022
Q4 | – | Sell |
-432
| Closed | -$15K | – | 975 |
|
|
2022
Q3 | $15K | Sell |
432
-258
| -37% | -$8.96K | ﹤0.01% | 521 |
|
|
2022
Q2 | $25K | Sell |
690
-240
| -26% | -$8.7K | ﹤0.01% | 422 |
|
|
2022
Q1 | $39K | Hold |
930
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $39K | Hold |
930
| – | – | 0.01% | 412 |
|
|
2021
Q3 | $36K | Hold |
930
| – | – | 0.01% | 442 |
|
|
2021
Q2 | $37K | Hold |
930
| – | – | 0.01% | 430 |
|
|
2021
Q1 | $35K | Buy |
+930
| New | +$35K | 0.01% | 434 |
|