Topel & Distasi Wealth Management’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 | $3.73M | Hold |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $4.69M | Hold |
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|
2024
Q3 | $4.85M | Hold |
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|
2024
Q2 | $4.47M | Hold |
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|
2024
Q1 | $4.59M | Hold |
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|
2023
Q4 | $4.28M | Hold |
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|
2023
Q3 | $3.78M | Hold |
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|
2023
Q2 | $3.96M | Hold |
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|
2023
Q1 | $3.73M | Hold |
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|
2022
Q4 | $3.57M | Hold |
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|
2022
Q3 | $3.61M | Hold |
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|
2022
Q2 | $3.38M | Hold |
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|
2022
Q1 | $3.83M | Hold |
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|
2021
Q4 | $3.85M | Buy |
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