Sequoia Financial Advisors’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
Q3 | $2.61M | Sell |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.73M | Buy |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $2.6M | Sell |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $909K | Sell |
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|
2023
Q2 | $968K | Sell |
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|
2023
Q1 | $968K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $631K | Buy |
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