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PSI Advisors’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 | $2.77M | Buy |
52,916
+931
| +2% | +$48.7K | 1.36% | 17 |
|
|
2025
Q1 | $2.65M | Sell |
51,985
-2,239
| -4% | -$114K | 0.86% | 24 |
|
|
2024
Q4 | $2.77M | Buy |
54,224
+655
| +1% | +$33.5K | 0.82% | 27 |
|
|
2024
Q3 | $2.83M | Buy |
53,569
+2,418
| +5% | +$128K | 0.83% | 27 |
|
|
2024
Q2 | $2.49M | Buy |
51,151
+8,111
| +19% | +$395K | 0.79% | 30 |
|
|
2024
Q1 | $2.16M | Sell |
43,040
-6,915
| -14% | -$346K | 0.78% | 30 |
|
|
2023
Q4 | $2.33M | Buy |
49,955
+12,072
| +32% | +$563K | 0.87% | 27 |
|
|
2023
Q3 | $1.56M | Buy |
37,883
+9,458
| +33% | +$390K | 0.68% | 29 |
|
|
2023
Q2 | $1.23M | Buy |
28,425
+1,590
| +6% | +$68.7K | 0.54% | 37 |
|
|
2023
Q1 | $1.09M | Buy |
26,835
+4,695
| +21% | +$191K | 0.53% | 39 |
|
|
2022
Q4 | $861K | Buy |
22,140
+6,787
| +44% | +$264K | 0.46% | 43 |
|
|
2022
Q3 | $530K | Buy |
15,353
+15,048
| +4,934% | +$519K | 0.28% | 67 |
|
|
2022
Q2 | $11K | Buy |
+305
| New | +$11K | 0.01% | 449 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$10K | – | 522 |
|
|
2019
Q4 | $10K | Buy |
+300
| New | +$10K | 0.01% | 472 |
|