Smallwood Wealth Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $323K | Hold |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $256K | Buy |
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