SWA
SOA Wealth Advisors’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 | $12.4M | Sell |
236,701
-87,573
| -27% | -$4.58M | 2.33% | 6 |
|
|
2025
Q1 | $16.6M | Buy |
324,274
+96,583
| +42% | +$4.93M | 3.46% | 4 |
|
|
2024
Q4 | $11.6M | Buy |
227,691
+74,565
| +49% | +$3.81M | 2.14% | 7 |
|
|
2024
Q3 | $8.09M | Buy |
153,126
+43,857
| +40% | +$2.32M | 1.54% | 15 |
|
|
2024
Q2 | $5.33M | Buy |
109,269
+97,727
| +847% | +$4.76M | 1.07% | 21 |
|
|
2024
Q1 | $578K | Buy |
+11,542
| New | +$578K | 0.12% | 91 |
|