SAG
SageView Advisory Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
14,072
-45
| -0.3% | -$2.41K | 0.03% | 283 |
|
|
2025
Q1 | $721K | Sell |
14,117
-35
| -0.2% | -$1.79K | 0.03% | 274 |
|
|
2024
Q4 | $724K | Buy |
14,152
+6,440
| +84% | +$329K | 0.03% | 272 |
|
|
2024
Q3 | $408K | Sell |
7,712
-6,527
| -46% | -$345K | 0.02% | 328 |
|
|
2024
Q2 | $694K | Buy |
+14,239
| New | +$694K | 0.03% | 280 |
|
|
2024
Q1 | – | Sell |
-23,941
| Closed | -$1.13M | – | 811 |
|
|
2023
Q4 | $1.13M | Buy |
23,941
+6,359
| +36% | +$300K | 0.05% | 234 |
|
|
2023
Q3 | $725K | Buy |
17,582
+607
| +4% | +$25K | 0.04% | 261 |
|
|
2023
Q2 | $733K | Buy |
16,975
+10,252
| +152% | +$443K | 0.04% | 276 |
|
|
2023
Q1 | $274K | Sell |
6,723
-23,552
| -78% | -$959K | 0.02% | 401 |
|
|
2022
Q4 | $1.18M | Buy |
+30,275
| New | +$1.18M | 0.1% | 137 |
|