Salem Investment Counselors’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 | $681 | Hold |
13
| – | – | ﹤0.01% | 1107 |
|
2025
Q1 | $664 | Sell |
13
-689
| -98% | -$35.2K | ﹤0.01% | 1131 |
|
2024
Q4 | $35.9K | Sell |
702
-25
| -3% | -$1.28K | ﹤0.01% | 637 |
|
2024
Q3 | $38.4K | Sell |
727
-1,398
| -66% | -$73.9K | ﹤0.01% | 636 |
|
2024
Q2 | $104K | Buy |
2,125
+1,432
| +207% | +$69.8K | ﹤0.01% | 438 |
|
2024
Q1 | $34.7K | Buy |
+693
| New | +$34.7K | ﹤0.01% | 630 |
|
2023
Q3 | – | Sell |
-2,582
| Closed | -$112K | – | 1170 |
|
2023
Q2 | $112K | Hold |
2,582
| – | – | ﹤0.01% | 400 |
|
2023
Q1 | $105K | Hold |
2,582
| – | – | ﹤0.01% | 406 |
|
2022
Q4 | $100K | Buy |
+2,582
| New | +$100K | ﹤0.01% | 410 |
|