Soltis Investment Advisors’s 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
Q2 | $297K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $303K | Buy |
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