Sage Mountain Advisors’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 | $456K | Buy |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $517K | Hold |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $151K | Buy |
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|
2021
Q1 | $129K | Hold |
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|
2020
Q4 | $117K | Buy |
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