SWM
SigFig 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-137,282
| Closed | -$7.23M | – | 129 |
|
|
2024
Q3 | $7.23M | Buy |
+137,282
| New | +$7.23M | 0.26% | 43 |
|
|
2024
Q1 | – | Sell |
-133,642
| Closed | -$6.23M | – | 131 |
|
|
2023
Q4 | $6.23M | Buy |
+133,642
| New | +$6.23M | 0.24% | 44 |
|
|
2023
Q1 | – | Sell |
-267,900
| Closed | -$2.2M | – | 114 |
|
|
2022
Q4 | $2.2M | Buy |
+267,900
| New | +$2.2M | 0.11% | 62 |
|
|
2021
Q2 | – | Sell |
-17,152
| Closed | -$650K | – | 84 |
|
|
2021
Q1 | $650K | Buy |
+17,152
| New | +$650K | 0.04% | 66 |
|