Summit Investment Advisory Services’s State Street 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
Q3 | $1.75M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $913K | Buy |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $640K | Buy |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $441K | Buy |
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