Tempus Wealth Planning’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Sell |
14,074
-1,042
| -7% | -$54.5K | 0.18% | 129 |
|
|
2025
Q1 | $772K | Hold |
15,116
| – | – | 0.23% | 116 |
|
|
2024
Q4 | $773K | Sell |
15,116
-885
| -6% | -$45.3K | 0.24% | 108 |
|
|
2024
Q3 | $846K | Buy |
16,001
+362
| +2% | +$19.1K | 0.31% | 88 |
|
|
2024
Q2 | $762K | Sell |
15,639
-1,055
| -6% | -$51.4K | 0.32% | 86 |
|
|
2024
Q1 | $836K | Buy |
+16,694
| New | +$836K | 0.37% | 78 |
|