SFG 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 | $285K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.96M | Buy |
|