SWM
Seaside Wealth Management’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
Q2 | $2.02M | Sell |
38,594
-3,574
| -8% | -$187K | 0.64% | 14 |
|
|
2025
Q1 | $2.15M | Sell |
42,168
-375
| -0.9% | -$19.2K | 0.77% | 14 |
|
|
2024
Q4 | $2.18M | Sell |
42,543
-2,418
| -5% | -$124K | 0.8% | 14 |
|
|
2024
Q3 | $2.38M | Sell |
44,961
-283
| -0.6% | -$15K | 0.9% | 12 |
|
|
2024
Q2 | $2.21M | Sell |
45,244
-144
| -0.3% | -$7.02K | 0.91% | 13 |
|
|
2024
Q1 | $2.27M | Sell |
45,388
-516
| -1% | -$25.9K | 0.97% | 12 |
|
|
2023
Q4 | $2.14M | Sell |
45,904
-4,224
| -8% | -$197K | 0.98% | 12 |
|
|
2023
Q3 | $2.07M | Buy |
50,128
+288
| +0.6% | +$11.9K | 1.05% | 13 |
|
|
2023
Q2 | $2.15M | Sell |
49,840
-149
| -0.3% | -$6.44K | 1.11% | 13 |
|
|
2023
Q1 | $2.04M | Sell |
49,989
-544
| -1% | -$22.2K | 1.24% | 13 |
|
|
2022
Q4 | $1.97M | Buy |
50,533
+544
| +1% | +$21.2K | 1.3% | 13 |
|
|
2022
Q3 | $1.92M | Buy |
49,989
+230
| +0.5% | +$8.84K | 1.33% | 13 |
|
|
2022
Q2 | $1.94M | Buy |
+49,759
| New | +$1.94M | 1.47% | 13 |
|