Sanchez Wealth Management 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 | $1.2M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $23.3M | Sell |
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|
2023
Q3 | $21.1M | Buy |
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|
2023
Q2 | $21.6M | Buy |
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|
2023
Q1 | $20M | Sell |
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|
2022
Q4 | $19.2M | Buy |
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|
2022
Q3 | $17M | Sell |
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|
2022
Q2 | $19.3M | Buy |
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|
2022
Q1 | $21.7M | Buy |
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|
2021
Q4 | $21.5M | Sell |
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|
2021
Q3 | $19.9M | Buy |
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|
2021
Q2 | $19.8M | Buy |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $11.6M | Buy |
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