Provenance Wealth Advisors’s State Street 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
$273K Hold
2025
Q1
$266K Hold
2024
Q4
$266K Hold
2024
Q3
$275K Hold
2024
Q2
$254K Hold
2024
Q1
$261K Sell
2023
Q4
$57.9M Buy
2023
Q3
$215K Buy