Root Financial Partners’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	$1.01M	Sell	19,343 -2,627	-12%	-$137K	0.1%	74
2025 Q1	$1.12M	Buy	21,970 +1,857	+9%	+$94.8K	0.12%	63
2024 Q4	$1.03M	Buy	20,113 +6,467	+47%	+$331K	0.13%	58
2024 Q3	$721K	Buy	+13,646	New	+$721K	0.12%	67