Retirement Planning Group (Kansas)’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 | $18.1M | Sell |
345,962
-7,199
| -2% | -$377K | 0.77% | 23 |
|
|
2025
Q1 | $18M | Sell |
353,161
-13,301
| -4% | -$679K | 0.85% | 24 |
|
|
2024
Q4 | $18.7M | Sell |
366,462
-12,838
| -3% | -$657K | 0.94% | 22 |
|
|
2024
Q3 | $20M | Sell |
379,300
-690
| -0.2% | -$36.5K | 1.09% | 23 |
|
|
2024
Q2 | $18.5M | Sell |
379,990
-12,316
| -3% | -$600K | 1.18% | 18 |
|
|
2024
Q1 | $19.7M | Buy |
392,306
+11,411
| +3% | +$572K | 1.51% | 12 |
|
|
2023
Q4 | $17.8M | Buy |
380,895
+369,514
| +3,247% | +$17.2M | 1.59% | 12 |
|
|
2023
Q3 | $470K | Buy |
11,381
+4,426
| +64% | +$183K | 0.05% | 102 |
|
|
2023
Q2 | $300K | Buy |
+6,955
| New | +$300K | 0.03% | 128 |
|