PWM
Power Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
237,237
+12,522
| +6% | +$655K | 4.77% | 4 |
|
|
2025
Q1 | $11.5M | Buy |
224,715
+20,489
| +10% | +$1.05M | 4.64% | 4 |
|
|
2024
Q4 | $10.4M | Buy |
204,226
+17,351
| +9% | +$887K | 4.36% | 4 |
|
|
2024
Q3 | $9.88M | Buy |
186,875
+23,958
| +15% | +$1.27M | 4.22% | 4 |
|
|
2024
Q2 | $7.94M | Buy |
162,917
+86,081
| +112% | +$4.2M | 3.79% | 5 |
|
|
2024
Q1 | $3.85M | Buy |
76,836
+7,444
| +11% | +$373K | 2.42% | 12 |
|
|
2023
Q4 | $3.24M | Buy |
+69,392
| New | +$3.24M | 2.25% | 13 |
|