SGWM
Sterling Group Wealth Management’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 | $5.68M | Sell |
108,559
-79,278
| -42% | -$4.15M | 3.14% | 7 |
|
|
2025
Q1 | $9.59M | Buy |
187,837
+2,454
| +1% | +$125K | 5.14% | 5 |
|
|
2024
Q4 | $9.48M | Buy |
185,383
+4,480
| +2% | +$229K | 4.92% | 6 |
|
|
2024
Q3 | $9.56M | Sell |
180,903
-124,561
| -41% | -$6.58M | 5.07% | 6 |
|
|
2024
Q2 | $14.9M | Buy |
+305,464
| New | +$14.9M | 8.55% | 3 |
|