Towerpoint Wealth’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 Sell
2025
Q2
$1.12M Sell
2025
Q1
$1.12M Sell
2024
Q4
$1.13M Buy
2024
Q3
$1.17M Buy
2024
Q2
$1.05M Sell
2024
Q1
$1.11M Sell
2023
Q4
$1.03M Buy
2023
Q3
$880K Sell
2023
Q2
$926K Sell
2023
Q1
$878K Sell
2022
Q4
$915K Sell
2022
Q3
$1.71M Buy
2022
Q2
$1.72M Buy
2019
Q4
Sell
2019
Q3
$136K Buy