Tobias Financial 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
Q3 | $1.18M | Buy |
|
|||||
|
2025
Q2 | $1.04M | Sell |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $1.04M | Sell |
|
|||||
|
2024
Q3 | $1.1M | Sell |
|
|||||
|
2024
Q2 | $1.03M | Sell |
|
|||||
|
2024
Q1 | $1.06M | Sell |
|
|||||
|
2023
Q4 | $999K | Sell |
|
|||||
|
2023
Q3 | $890K | Sell |
|
|||||
|
2023
Q2 | $942K | Sell |
|
|||||
|
2023
Q1 | $897K | Sell |
|
|||||
|
2022
Q4 | $967K | Sell |
|
|||||
|
2022
Q3 | $903K | Buy |
|
|||||
|
2022
Q2 | $630K | Sell |
|
|||||
|
2022
Q1 | $931K | Sell |
|
|||||
|
2021
Q4 | $3.27M | Buy |
|
|||||
|
2021
Q3 | $889K | Sell |
|
|||||
|
2021
Q2 | $915K | Sell |
|
|||||
|
2021
Q1 | $888K | Sell |
|
|||||
|
2020
Q4 | $865K | Buy |
|
|||||
|
2020
Q3 | $722K | Sell |
|
|||||
|
2020
Q2 | $741K | Sell |
|
|||||
|
2020
Q1 | $1.39M | Buy |
|
|||||
|
2019
Q4 | $1.61M | Buy |
|