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Stack Financial Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Stack Financial Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,300
Closed -$271K – 54
2025
Q1 		$271K Sell
5,300
-344
-6% -$17.6K 0.02% 49
2024
Q4 		$289K Buy
+5,644
New +$289K 0.03% 45