Steward Partners Investment Advisory’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 | $2.69M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $3.06M | Buy |
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|
2024
Q2 | $2.61M | Sell |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $937K | Sell |
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|
2021
Q3 | $948K | Buy |
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|
2021
Q2 | $858K | Sell |
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|
2021
Q1 | $839K | Buy |
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|
2020
Q4 | $536K | Sell |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $528K | Sell |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $2.9M | Buy |
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|
2019
Q2 | $2.82M | Buy |
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|
2019
Q1 | $2.32M | Sell |
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|
2018
Q4 | $3.47M | Buy |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $713K | Buy |
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|
2018
Q1 | $260K | Buy |
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|
2017
Q4 | $42K | Buy |
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