SWM
SilverOak 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 | $20.3M | Buy |
386,944
+16,928
| +5% | +$886K | 3.8% | 7 |
|
|
2025
Q1 | $18.9M | Buy |
370,016
+21,356
| +6% | +$1.09M | 4.09% | 7 |
|
|
2024
Q4 | $17.8M | Buy |
348,660
+33,684
| +11% | +$1.72M | 3.84% | 7 |
|
|
2024
Q3 | $16.6M | Buy |
314,976
+7,412
| +2% | +$392K | 3.73% | 7 |
|
|
2024
Q2 | $15M | Buy |
307,564
+18,725
| +6% | +$913K | 3.6% | 7 |
|
|
2024
Q1 | $14.5M | Buy |
288,839
+6,819
| +2% | +$342K | 3.59% | 7 |
|
|
2023
Q4 | $13.2M | Buy |
+282,020
| New | +$13.2M | 3.55% | 7 |
|