Simplicity Solutions’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.76M | Sell |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $32.2M | Buy |
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|
2020
Q3 | $25.6M | Buy |
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|
2020
Q2 | $24.2M | Buy |
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|
2020
Q1 | $10.9M | Sell |
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|
2019
Q4 | $18.2M | Buy |
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|
2019
Q3 | $3.47M | Buy |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $360K | Buy |
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