RWM
RKL Wealth Management’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 | $844K | Buy |
16,119
+78
| +0.5% | +$4.08K | 0.07% | 103 |
|
|
2025
Q1 | $819K | Buy |
16,041
+2,551
| +19% | +$130K | 0.08% | 100 |
|
|
2024
Q4 | $690K | Buy |
13,490
+9,031
| +203% | +$462K | 0.06% | 106 |
|
|
2024
Q3 | $236K | Buy |
+4,459
| New | +$236K | 0.02% | 147 |
|