Schechter Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.2M | Buy |
42,990
+31,274
| +267% | +$1.6M | 0.18% | 113 |
|
|
2024
Q4 | $599K | Buy |
11,716
+1,683
| +17% | +$86.1K | 0.05% | 347 |
|
|
2024
Q3 | $530K | Buy |
10,033
+4
| +0% | +$211 | 0.04% | 388 |
|
|
2024
Q2 | $489K | Buy |
10,029
+4
| +0% | +$195 | 0.04% | 377 |
|
|
2024
Q1 | $502K | Sell |
10,025
-316
| -3% | -$15.8K | 0.04% | 373 |
|
|
2023
Q4 | $482K | Buy |
10,341
+327
| +3% | +$15.2K | 0.04% | 355 |
|
|
2023
Q3 | $413K | Buy |
+10,014
| New | +$413K | 0.04% | 378 |
|