Sargent Investment Group’s 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 | $13.4M | Sell |
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|
2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $14.9M | Sell |
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|
2024
Q3 | $16.4M | Buy |
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|
2024
Q2 | $8.5M | Buy |
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|
2024
Q1 | $8.66M | Sell |
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|
2023
Q4 | $8.22M | Sell |
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|
2023
Q3 | $7.29M | Buy |
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|
2023
Q2 | $7.43M | Buy |
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|
2023
Q1 | $6.65M | Sell |
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|
2022
Q4 | $6.6M | Buy |
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|
2022
Q3 | $5.85M | Buy |
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|
2022
Q2 | $5.8M | Buy |
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