Retirement Planning Company of New England’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 | $380K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $103K | Buy |
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