Sanibel Captiva Trust Company’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 | $316K | Sell |
6,046
-295
| -5% | -$15.4K | 0.01% | 339 |
|
|
2025
Q1 | $324K | Buy |
6,341
+1,795
| +39% | +$91.7K | 0.01% | 325 |
|
|
2024
Q4 | $232K | Hold |
4,546
| – | – | 0.01% | 358 |
|
|
2024
Q3 | $240K | Hold |
4,546
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $222K | Hold |
4,546
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $228K | Buy |
+4,546
| New | +$228K | 0.01% | 343 |
|