SWA
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Sax Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Sax Wealth Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$308K Sell
5,885
-49
-0.8% -$2.57K 0.02% 331
2025
Q1 		$303K Buy
5,934
+62
+1% +$3.17K 0.02% 294
2024
Q4 		$300K Buy
+5,872
New +$300K 0.02% 265