Safeguard Financial’s State Street 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
Q1 | $394K | Sell |
|
|||||
|
2024
Q4 | $402K | Sell |
|
|||||
|
2024
Q3 | $601K | Sell |
|
|||||
|
2024
Q2 | $818K | Sell |
|
|||||
|
2024
Q1 | $881K | Buy |
|
|||||
|
2023
Q4 | $819K | Sell |
|
|||||
|
2023
Q3 | $776K | Sell |
|
|||||
|
2023
Q2 | $837K | Sell |
|
|||||
|
2023
Q1 | $816K | Buy |
|
|||||
|
2022
Q4 | $702K | Sell |
|
|||||
|
2022
Q3 | $643K | Buy |
|
|||||
|
2022
Q2 | $679K | Sell |
|
|||||
|
2022
Q1 | $796K | Buy |
|