Shepherd Financial Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Shepherd Financial Partners’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$27.1M	Buy
2025 Q1	$22.7M	Buy
2019 Q1	–	Sell
2018 Q4	$464K	Buy
2018 Q3	$415K	Hold
2018 Q2	$415K	Buy