SWM
SFG 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 | $285K | Sell |
5,452
-169
| -3% | -$8.85K | 0.17% | 69 |
|
|
2025
Q1 | $287K | Sell |
5,621
-24
| -0.4% | -$1.23K | 0.14% | 100 |
|
|
2024
Q4 | $289K | Buy |
5,645
+1,235
| +28% | +$63.2K | 0.15% | 75 |
|
|
2024
Q3 | $233K | Sell |
4,410
-368
| -8% | -$19.5K | 0.12% | 85 |
|
|
2024
Q2 | $233K | Sell |
4,778
-63
| -1% | -$3.07K | 0.13% | 81 |
|
|
2024
Q1 | $243K | Sell |
4,841
-182
| -4% | -$9.12K | 0.14% | 86 |
|
|
2023
Q4 | $234K | Sell |
5,023
-144
| -3% | -$6.72K | 0.16% | 86 |
|
|
2023
Q3 | $213K | Buy |
5,167
+151
| +3% | +$6.23K | 0.17% | 87 |
|
|
2023
Q2 | $217K | Buy |
5,016
+21
| +0.4% | +$907 | 0.18% | 88 |
|
|
2023
Q1 | $203K | Buy |
+4,995
| New | +$203K | 0.23% | 75 |
|
|
2022
Q1 | – | Sell |
-46,620
| Closed | -$1.96M | – | 101 |
|
|
2021
Q4 | $1.96M | Buy |
+46,620
| New | +$1.96M | 1.74% | 19 |
|