Smallwood Wealth Investment Management’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
Q1 | $301K | Hold |
5,895
| – | – | 0.19% | 61 |
|
|
2024
Q4 | $301K | Sell |
5,895
-1,697
| -22% | -$86.8K | 0.21% | 59 |
|
|
2024
Q3 | $401K | Hold |
7,592
| – | – | 0.29% | 51 |
|
|
2024
Q2 | $370K | Hold |
7,592
| – | – | 0.29% | 51 |
|
|
2024
Q1 | $380K | Hold |
7,592
| – | – | 0.29% | 52 |
|
|
2023
Q4 | $354K | Sell |
7,592
-129
| -2% | -$6.02K | 0.29% | 49 |
|
|
2023
Q3 | $319K | Hold |
7,721
| – | – | 0.29% | 47 |
|
|
2023
Q2 | $334K | Hold |
7,721
| – | – | 0.3% | 49 |
|
|
2023
Q1 | $314K | Buy |
7,721
+300
| +4% | +$12.2K | 0.3% | 48 |
|
|
2022
Q4 | $289K | Hold |
7,421
| – | – | 0.24% | 59 |
|
|
2022
Q3 | $256K | Buy |
+7,421
| New | +$256K | 0.23% | 63 |
|