Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,341
| Closed | -$422K | – | 95 |
|
|
2020
Q1 | $422K | Sell |
16,341
-114,627
| -88% | -$2.96M | 0.3% | 58 |
|
|
2019
Q4 | $4.57M | Buy |
130,968
+58,669
| +81% | +$2.05M | 2.67% | 11 |
|
|
2019
Q3 | $2.31M | Buy |
72,299
+24,161
| +50% | +$772K | 1.85% | 12 |
|
|
2019
Q2 | $1.51M | Buy |
48,138
+1,275
| +3% | +$39.9K | 1.24% | 23 |
|
|
2019
Q1 | $1.42M | Buy |
46,863
+37,194
| +385% | +$1.13M | 1.24% | 24 |
|
|
2018
Q4 | $263K | Buy |
+9,669
| New | +$263K | 0.27% | 51 |
|