Sequoia Financial 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
Q2 | $2.61M | Sell |
49,930
-3,465
| -6% | -$181K | 0.02% | 402 |
|
|
2025
Q1 | $2.73M | Buy |
53,395
+730
| +1% | +$37.3K | 0.02% | 375 |
|
|
2024
Q4 | $2.69M | Buy |
52,665
+5,464
| +12% | +$279K | 0.03% | 351 |
|
|
2024
Q3 | $2.5M | Sell |
47,201
-3,243
| -6% | -$171K | 0.03% | 330 |
|
|
2024
Q2 | $2.46M | Sell |
50,444
-1,362
| -3% | -$66.4K | 0.03% | 284 |
|
|
2024
Q1 | $2.6M | Sell |
51,806
-9,018
| -15% | -$452K | 0.03% | 284 |
|
|
2023
Q4 | $2.84M | Buy |
60,824
+38,784
| +176% | +$1.81M | 0.04% | 287 |
|
|
2023
Q3 | $909K | Sell |
22,040
-371
| -2% | -$15.3K | 0.02% | 365 |
|
|
2023
Q2 | $968K | Sell |
22,411
-1,353
| -6% | -$58.5K | 0.02% | 353 |
|
|
2023
Q1 | $968K | Sell |
23,764
-3,761
| -14% | -$153K | 0.02% | 321 |
|
|
2022
Q4 | $1.07M | Buy |
27,525
+18,007
| +189% | +$700K | 0.03% | 274 |
|
|
2022
Q3 | $328K | Buy |
9,518
+990
| +12% | +$34.1K | 0.01% | 366 |
|
|
2022
Q2 | $314K | Sell |
8,528
-6,579
| -44% | -$242K | 0.01% | 429 |
|
|
2022
Q1 | $631K | Buy |
+15,107
| New | +$631K | 0.02% | 313 |
|