Transcend Capital 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
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $975K | Buy |
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|
2024
Q3 | $950K | Buy |
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|
2024
Q2 | $845K | Buy |
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|
2024
Q1 | $854K | Hold |
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|
2023
Q4 | $795K | Hold |
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|
2023
Q3 | $704K | Hold |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $342K | Sell |
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|
2019
Q4 | $558K | Buy |
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