Richard W. Paul & Associates’s 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 | $355K | Buy |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $347K | Sell |
|
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $354K | Sell |
|
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $473K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $216K | Buy |
|