SageView Advisory Group’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
Q2
$753K Sell
2025
Q1
$721K Sell
2024
Q4
$724K Buy
2024
Q3
$408K Sell
2024
Q2
$694K Buy
2024
Q1
Sell
2023
Q4
$1.13M Buy
2023
Q3
$725K Buy
2023
Q2
$733K Buy
2023
Q1
$274K Sell
2022
Q4
$1.18M Buy