Sharkey, Howes & Javer’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 | $4.42M | Sell |
|
|||||
|
2025
Q2 | $4.43M | Buy |
|
|||||
|
2025
Q1 | $3.96M | Buy |
|
|||||
|
2024
Q4 | $3.42M | Buy |
|
|||||
|
2024
Q3 | $3.24M | Sell |
|
|||||
|
2024
Q2 | $3.06M | Sell |
|
|||||
|
2024
Q1 | $3.2M | Buy |
|
|||||
|
2023
Q4 | $1.52M | Sell |
|
|||||
|
2023
Q3 | $1.47M | Sell |
|
|||||
|
2023
Q2 | $2.34M | Sell |
|
|||||
|
2023
Q1 | $3.31M | Sell |
|
|||||
|
2022
Q4 | $3.66M | Sell |
|
|||||
|
2022
Q3 | $5.27M | Buy |
|
|||||
|
2022
Q2 | $261K | Hold |
|
|||||
|
2022
Q1 | $296K | Hold |
|
|||||
|
2021
Q4 | $297K | Hold |
|
|||||
|
2021
Q3 | $276K | Hold |
|
|||||
|
2021
Q2 | $280K | Hold |
|
|||||
|
2021
Q1 | $268K | Sell |
|
|||||
|
2020
Q4 | $267K | Hold |
|
|||||
|
2020
Q3 | $235K | Hold |
|
|||||
|
2020
Q2 | $225K | Sell |
|
|||||
|
2020
Q1 | $219K | Hold |
|
|||||
|
2019
Q4 | $295K | Hold |
|
|||||
|
2019
Q3 | $270K | Hold |
|
|||||
|
2019
Q2 | $265K | Hold |
|
|||||
|
2019
Q1 | $256K | Buy |
|
|||||
|
2018
Q4 | $192K | Hold |
|
|||||
|
2018
Q3 | $220K | Buy |
|