Tower Wealth Partners’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 | $2.81M | Buy |
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|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.26M | Sell |
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|
2024
Q3 | $2.39M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $978K | Sell |
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|
2021
Q4 | $990K | Sell |
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|
2021
Q3 | $924K | Buy |
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|
2021
Q2 | $931K | Sell |
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|
2021
Q1 | $893K | Buy |
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