Tower Wealth Partners’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 | $2.47M | Buy |
47,252
+2,629
| +6% | +$138K | 1.46% | 11 |
|
|
2025
Q1 | $2.28M | Buy |
44,623
+351
| +0.8% | +$17.9K | 1.22% | 14 |
|
|
2024
Q4 | $2.26M | Sell |
44,272
-935
| -2% | -$47.8K | 1.18% | 15 |
|
|
2024
Q3 | $2.39M | Buy |
45,207
+623
| +1% | +$32.9K | 1.39% | 13 |
|
|
2024
Q2 | $2.17M | Buy |
44,584
+1,366
| +3% | +$66.6K | 1.34% | 13 |
|
|
2024
Q1 | $2.17M | Buy |
43,218
+1,778
| +4% | +$89.1K | 1.41% | 12 |
|
|
2023
Q4 | $1.93M | Sell |
41,440
-2,064
| -5% | -$96.2K | 1.37% | 13 |
|
|
2023
Q3 | $1.79M | Buy |
43,504
+121
| +0.3% | +$4.99K | 1.48% | 14 |
|
|
2023
Q2 | $1.87M | Sell |
43,383
-545
| -1% | -$23.5K | 1.5% | 13 |
|
|
2023
Q1 | $1.79M | Sell |
43,928
-145
| -0.3% | -$5.9K | 1.49% | 12 |
|
|
2022
Q4 | $1.71M | Buy |
44,073
+63
| +0.1% | +$2.45K | 1.49% | 12 |
|
|
2022
Q3 | $1.69M | Sell |
44,010
-388
| -0.9% | -$14.9K | 1.61% | 13 |
|
|
2022
Q2 | $1.64M | Buy |
44,398
+20,981
| +90% | +$773K | 2.17% | 9 |
|
|
2022
Q1 | $978K | Sell |
23,417
-155
| -0.7% | -$6.47K | 1.06% | 16 |
|
|
2021
Q4 | $990K | Sell |
23,572
-111
| -0.5% | -$4.66K | 1% | 16 |
|
|
2021
Q3 | $924K | Buy |
23,683
+134
| +0.6% | +$5.23K | 0.97% | 16 |
|
|
2021
Q2 | $931K | Sell |
23,549
-15
| -0.1% | -$593 | 1.02% | 16 |
|
|
2021
Q1 | $893K | Buy |
+23,564
| New | +$893K | 1.15% | 16 |
|