Rockwood Wealth Management’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
Q3 | $276K | Hold |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $450K | Buy |
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