Schrum Private Wealth Management’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 | $1.09M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $997K | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $814K | Sell |
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|
2022
Q2 | $893K | Buy |
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|
2022
Q1 | $847K | Buy |
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|
2021
Q4 | $872K | Buy |
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