Summit Trail Advisors’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
Q2 | $336K | Sell |
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2025
Q1 | $690K | Sell |
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|
2024
Q4 | $823K | Hold |
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2024
Q3 | $851K | Hold |
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|
2024
Q2 | $785K | Sell |
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|
2024
Q1 | $811K | Buy |
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|
2023
Q4 | $751K | Hold |
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|
2023
Q3 | $664K | Sell |
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|
2023
Q2 | $1.29M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Buy |
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