Signature Estate & Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
5,086
+103
+2% +$5.39K 0.01% 494
2025
Q1
$254K Buy
4,983
+179
+4% +$9.14K 0.01% 474
2024
Q4
$246K Buy
4,804
+284
+6% +$14.5K 0.01% 462
2024
Q3
$239K Buy
+4,520
New +$239K 0.01% 460